MASTER: Specialist Investments
Our brand new workshop, MASTER: Specialist investments will take you through a range of topics covering those slightly less vanilla investment choices for clients. We have four fantastic speakers lined up to guide you through four hours of CPD focusing on EIS / VCT / BPR schemes as well as investment choices in SIPP’s and SSAS’s. The sessions will cover when those investments are suitable for certain clients, options and some compliance considerations when adding these to a portfolio.
This workshop will be delivered in our usual style, interactive with small delegate numbers to ensure that you get the most out of the sessions.
Find out more about our MASTER events below:
Who’s hosting?
This event will be hosted by Christian Markwick of Apricity.
Sign me up!
Date
- Nov 17 2021
- Expired!
Time
- 9:30 am - 1:30 pm
Cost
- £145.00
Location
Organizer
-
Apricity Compliance
-
Phone
01325 952 969 -
Email
hello@apricitycompliance.co.uk -
Website
https://apricitycompliance.co.uk/
Eclipse Archives Industry Insight Popular
What’s your mastermind subject?
I’m here to talk branding. Anyone who knows me knows it’s my Mastermind subject. And, if you don’t know me, I’m Natalie Bell, [...]
Eclipse Archives Industry Insight Latest News Popular
URGENT: LTA Abolition
HMRC kindly issued a newsletter on 4th April advising clients to delay taking their pension benefits or transferring until it can fix incorrect [...]
Group News
Say hello to our trainers!
As part of our ongoing commitment to excellence, we’ve recently welcomed an awesome duo to our training dream team. We introduced a new [...]
Latest News Popular Press
Spring Budget 24
The spring budget comes and goes with no major changes to the world of financial planning. There are however some announcements and changes [...]
Eclipse Archives Group News Latest
Common ‘Training’?
I can’t get Pulp’s ‘Do You Remember the First Time’ out of my head. I’m pretty sure that Jarvis had other things on [...]
Eclipse Archives Industry Insight Latest
Stellar Compliance
You may have spotted that this week we hosted our monthly TALK event, and this month we were joined by Gillian Hepburn, Benchmark, [...]
Group News Latest
And who do we have here?
We have yet more exciting internal news to share, following a shake-up in a section of our client relations department – with two [...]
Group News Latest News Press
In the press
It’s been a busy January so far! We’ve had a few of our team speak with some press about some hot topics in [...]