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Innovative Finance ISA Showcase for financial advisers and wealth managers | London

Intelligent Partnership

Wednesday, 28 February 2018 from 14:00 to 17:00 (GMT)

Innovative Finance ISA Showcase for financial advisers...

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Register for Free 3d 8h 32m Free  

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Event Details

Meet six providers of IFISA qualifying investments and services in one afternoon

 

Attend our Innovative Finance ISA Showcase to:

  • Hear six investment providers talk about their IFISA and investment solutions

  • Network with their investment specialists without having to commit to any further meetings

  • Compare key investment information, including charges and levels of risk and return

  • Leave confident that you have reviewed a representative sample of the solutions in the market



A genuine chance to compare Investment Providers:

The content of our Innovative Finance ISA showcase is based upon our findings from surveying advisers for the annual Industry Reports. Each presenter is asked to cover the same five issues that we know are key concerns for advisers:

  • The Investment Provider: length of time in the ISA market, HMRC approved, relevant AUM, performance track record and financial strength

  • Investment objective: growth, capital preservation, income, or a combination of all three, and the targeted level of annual returns

  • Charges borne: charges the investor faces to use the IFISA wrapper, such as admin, transfer in and transfer out fees

  • IFISA terms: Including rate, term, minimum contribution, investor type restrictions
  • Accepted investments: P2P loans, Debt based securities, underlying investments of accepted investments, secondary market, and investment security

 

In this way, anybody who attends will be able to review the investment providers' offers on a like-for-like basis and then engage directly with their adviser facing teams, saving the time and effort you would normally have to put into researching and sourcing these kinds of investments.

 



Why should you attend:

This Showcase is designed to give you the opportunity to review a representative sample of providers in one half-day event, without having to undertake your own expensive and time consuming research, or committing to any further meetings with BDMs.

Get answers to questions like these:

'How much experience do the investment providers have in this sector?'

'What are the total costs to my client over the entire lifetime of the investment?'

 


 

 
Read what people have been saying about our Showcase events:

"There is little enough education on this highly technical area of the market, so when you do have a chance to learn from and speak to 8 different providers at the same event, on the same day why wouldn't you attend? A well-structured, informative and well run event, which was an excellent use of my time." Gareth Tregidon, Stafford House Investments

"What a great and succinct way to meaningfully compare providers and get an understanding of what they do, how they do it and what they charge for doing so." Graham Tiffin, Clairville York

"Like a website comparison site for investment providers but in the flesh." Julian Hanrahan, Crowe Clark Whitehall

"A very well run event giving exposure to a large number of top providers in the sector. Well worth attending if you are looking to research providers or increase knowledge in this area." Ian Paginton, Fraser Wealth Management  

 


 
Timings for the day:

After free refreshments and cakes, you'll watch six investment providers provide short, sharp elevator pitches before launching into their in-depth fifteen minute presentations each. If you like what you hear, you can follow up with the provider representatives in the break.

13.30 - Registration & refreshments
14.00 - Opening remarks
14.05 - Positioning presentation - Adviser Considerations
14.20 - Investment Provider elevator pitches
14.40 - Investment Provider presentations (Part 1)
15.25 - Coffee break & networking
15.55 - Investment Provider presentations (Part 2)
16.40 - Q&A with the Investment Providers
16.55 - Closing Comments
17.00 - Event ends

Do you have questions about Innovative Finance ISA Showcase for financial advisers and wealth managers | London? Contact Intelligent Partnership

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When & Where


London Stock Exchange
Paternoster Square
EC4M 7LS London
United Kingdom

Wednesday, 28 February 2018 from 14:00 to 17:00 (GMT)


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Organiser

Intelligent Partnership

We deliver accredited research, training and events to a community of financial services and investment professionals. IFAs and Wealth Managers make up the majority of our 5,000 subscribers, all of whom are interested or active in alternative investments.

Our aim is to increase awareness and engagement amongst intermediaries, providing them with the tools and information they need to speak knowledgeably with their clients about the whole alternative investment universe.

Our content is delivered using digital and printed reports, via video and through live events – these are accredited for Continuing Professional Development (CPD) by the Chartered Insurance Institute (CII), Chartered
Institute for Securities & Investment (CISI) and Personal Finance Society (PFS).

We are building a future where alternative investments are as easy to understand and access as mainstream assets. If we can do that we will create a much more open and efficient market for everyone.

  Contact the Organiser
Innovative Finance ISA Showcase for financial advisers and wealth managers | London
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