Who has benefitted from venture capital?
In this IIL financial services lecture Mark Brownridge discussed how financial planners can use EIS within a financial planning context and broke down some of the myths and misconceptions that surround EIS to help planners become confident in either starting to advise in this area or to increase their levels of business in this area.
EIS is becoming accepted as a mainstream investment but for many planners it can still be an area of advice where they don't feel confident giving advice to clients. But clients are seeing pension limits reduced, tax bills rise and are increasingly interested in small company investing. To help planners advise more comfortably in EIS and stop them losing clients or perhaps even gain new ones, this lecture busted some of the myths of advising in EIS and gave practical advice as to how you can benefit both your clients and your business by understanding more about advising in EIS.
By the end of this lecture members would have gained an insight into:
- How to advise clients and undertake DD and research on EIS easily, quickly and effectively
- Practical ideas on how to advise in EIS compliantly and competently
- How you can develop your EIS proposition and give client scenarios where EIS can be used as part of a financial plan
Prior to becoming Director General of the EIS Association, Mark was Head of Research at Mazars, a leading UK financial planning firm. Mark is a CFP, Chartered Financial Planner, Chartered Wealth Manager and Fellow of the Personal Finance Society. Mark champions EIS investing within a financial planning context and is extremely passionate about promoting the industry.
Registration & Security
IIL lectures are open to CII and PFS members
CII and PFS members must register online by 12pm one working day before the lecture
For lectures held in The Old Library, Lloyd's pass holders may also attend and do not need to register
All attendees (at any venue) must produce photo ID - either a Lloyd's pass, driving licence with photo or valid passport
- Email confirmations and photo ID must be produced to security staff at the lecture venue
- Attendance confirmations are non-transferable to any other person or lecture
- All venues have limited capacity and registration and/or a Lloyd's pass does not guarantee admission
Please let us know what we can do to make our events fully accessible to you.
Please contact Patricia Pedraza (020 7397 3911) with any queries regarding the CPD events programme.
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.