EISA launches new dedicated membership structure for advisers

by | Jan 10, 2017

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The Enterprise Investment Scheme Association (EISA) has launched a dedicated membership structure for advisers and wealth managers.

It means reduced fees and a range of additional benefits, including the planned introduction of discounts from service provider partners (such as PI insurers) and free access to EIS and SEIS research data, analysis and expert insights.

Other benefits for advisers who join EISA include:

  • discounted fees for taking the EISA-accredited EIS Diploma;
  • access to a newly enhanced members’ area of the EISA website, containing a wide range of resources and information available only to members;
  • free entrance at workshops, technical seminars and other EISA events;
  • updates from EISA’s regulatory service on tax, legislation and policy changes affecting EIS and SEIS.

EISA Director General Mark Brownridge (pictured above) said: “EIS and SEIS are becoming an integral part of financial planning, used by growing numbers of financial advisers and wealth managers. There are many reasons why this is happening; greater pension restrictions are fuelling demand for alternative tax enhanced investment products and, in part linked to this, there is more information available about EIS and SEIS and increasing understanding of how they work, the investment risks and rewards, and their numerous tax benefits.

“Creating a new dedicated EISA memberships category for advisers, with bespoke benefits and fees, builds on the steps we have already taken to assist advisers as they use EIS and SEIS more. Last year we updated the EIS Diploma with new content specifically created to demonstrate how EIS and SEIS can be used in financial planning, while announcing our intention to enhance our member offering for advisers.

“As a former financial planner myself, I can say with confidence that the benefits of EISA membership to advisers are now considerable. I’m looking forward to welcoming many more of those involved in my former profession as EISA members in 2017.”

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