, ,

Last chance to register for a webinar for Compliance Managers: Understanding the Suitability of Tax Enhanced Products & Managing the Risks

Are you responsible for compliance within your business? There is still time to register for a webinar specifically for you

 

A webinar for Compliance Managers: Your invitation

Today, 10:00 AM – 11:30 AM GMT

EIS funds, VCTs and BR products are playing an increasingly important role in financial planning. This trend is likely to grow as the investment benefits become clearer to advisers and clients alike.

However, the range of products continues to grow, and all investments carry risk.

Hardman & Co has teamed up with IFA/GBI Magazine to put on a webinar that will:

• Show how these products can improve investor outcomes
• Explain how to build a robust suitability process
• Help you to understand these products, and manage the risks
• Give guidance on how to choose the right products for your clients

And, of course, there will be the opportunity to ask your own questions.

Register now to join Richard Angus, Head of Business Development at Hardman & Co, Brian Moretta, Head of Tax-Enhanced Research at Hardman & Co and Martin Fox, Managing Director at Bulletin Marketing who will be chairing the discussion.

If you are involved in the wealth management and financial planning world, it is not to be missed.

Click here for your last chance to register

 

Related Articles

Tax Efficient Investment newsletter

Sign up to our TEI newsletter to keep up to date.

Name

Trending Articles


IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.

Tax Efficient Investment Podcast – latest episode