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Join us for an engaging day of insights and networking at the PIMFA Bristol 2023 Regional Roadshow. Bringing together industry experts and peers to explore the latest developments shaping wealth management and financial advice.
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Register now for this free, one-hour webinar (10am-11am) on EIS investment for financial advisers from the Enterprise Investment Scheme Association. Please register here During the webinar, our host and expert panellists will discuss: ✅ An overview of what investing in an EIS fund looks like ✅ Key considerations when investing ✅ Examples of investee companies The webinar will be hosted by EISA Director General Christiana Stewart-Lockhart, and will feature: -️ Alistair Marsden (Director, Nova Growth Capital) -️ Andrew Noble (Partner, Par Equity) -️ Jeffrey Faustin (Chief Investment Officer, Jenson) -️ Jessica Franks (Head of Investment Products, Octopus Investments) -️ John Glencross (CEO and Co-Founder, Calculus Capital) -️ Sunil Shah (CEO, o2h Ventures) This will be followed by a Q&A session, where attendees will be welcome to ask our panellists questions. The webinar is fully CISI CPD qualifying for attendees The webinar is a production of the Enterprise Investment Scheme Association (EISA), the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. With thanks to our sponsors Calculus Capital, Jenson Funding Partners, Nova Growth Capital, Octopus Investments, 02h Ventures and Par Equity. To register your place click here Please note: We, the EISA, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/ For further information please contact Mary Rodgers at mary.rodgers@eisa.org.uk
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Register now for this free, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. The webinar will be hosted by EISA Director General Christiana Stewart-Lockhart, and will feature: -️ Alistair Marsden (Director, Nova Growth Capital) -️ Jeffrey Faustin (Chief Investment Officer, Jenson) -️ Jessica Fox (Business Development Manager, Haatch) -️ Sunil Shah (CEO, o2h Ventures) During the webinar, our host and expert panellists will discuss: ✅ Details of the Seed Enterprise Investment Scheme (SEIS) ✅ An overview of what investing in an SEIS fund looks like ✅ Last minute tips ✅ The proposed changes to the scheme from April 2023 ✅ Key things to consider ✅ Examples of investee companies This will be followed by a Q&A session, where attendees will be welcome to ask our panellists questions. The webinar is fully CISI CPD qualifying for attendees. The webinar is a production of the Enterprise Investment Scheme Association (EISA), the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. With thanks to our sponsors Nova Growth Capital, o2h Ventures, Jenson Funding Partners and Haatch. To register your place click here. Please note: We, the EISA, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/ For further information please contact Mary Rodgers at mary.rodgers@eisa.org.uk
Can convenient messaging improve the service experience enough to drive topline growth for wealth managers, banks, and advisors? The answer is yes – but it does come with challenges. Not only do regulatory bodies require all communications to be recorded, but the issue of data security is front and centre of clients’ minds. Join Jens Rabe, Chief Operating Officer at Unblu and Jeremy Barnes, RVP Services, North America at Unblu on March 8, 2023 at 16:00 CET for the webinar, “Conversational Engagement: Can secure & compliant messaging seriously impact revenue?” The webinar will explore: - The challenge of regulatory compliance and how it’s currently impacting firms. - The opportunities that convenient messaging represents within wealth management. - The Unblu Conversational Engagement Platform – with a focus on the Secure Messenger. Client-advisor interaction can represent a path to accelerated AUM growth. Are you ready to connect with your clients in a more meaningful way? To book click here
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Join us in Bristol for an engaging day of insights and networking at the PIMFA Regional Roadshow. This event brings together industry experts and peers to explore the latest developments shaping wealth management and financial advice.
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The high-profile Scotsman Annual investment conference is now in its 9th year and is back bigger than ever. This year’s conference will cover a wide range of themes, such as market trends for 2023 and how investors should best position themselves, the importance of sustainability and ESG for places and people and alternative investments. The 2023 event will be a full-day conference providing the opportunity to discuss and debate a broad spectrum of investment-related issues in the current economic climate, with a focus on the future. There will be plenty of time for Q&A sessions and for networking throughout the day. Our expert speakers include: DAVID COOMBS, Head of Multi-Asset Investments, Rathbones ZEHRID OSMANI, Portfolio Manager, Martin Currie Global Portfolio Trust DAVID ATKIN , CEO, The Principles for Responsible Investment LUCY CHADWICK, Partner and Head of ESG, Global Infrastructure Partners (GIP) DR LESLEY SAWERS O.B.E, Non-Executive Director, Crosswind LAURA MATHIESON, Associate Director, Savills OWEN MCLENNAN, Partner, Dentons GILLIAN FLEMING, CEO, Mint Ventures BENJAMIN LANCASTER, Co-Founder, VCL Vintners For more information please visit the website by clicking here
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Explore how Consumer Duty can be implemented through effective training and competence frameworks, ensuring your teams deliver consistently high standards and meet regulatory expectations.