Tenet offers investment masterclasses
Time and date:
21 May 2014
Location: Leeds Village Hotel Leeds South
Organiser: Tenet
Website: Click here
Series of technical events, covering more esoteric products, running in May
Tenet is delivering a series of technical investment masterclasses, open to both Tenet and non-Tenet advisers. They are designed to provide a greater understanding of the wider range of investments that fall within the category of retail investment products.
Products areas covered are those that are generally considered more ‘esoteric’ but independent advisers are now required to understand, such as structured products, venture capital trusts (VCTs), enterprise investment schemes (EIS), exchange traded funds (ETFs) and investment trusts.
Tenet’s dedicated research team will also cover key elements of selection criteria, provide an overview of the requirements for assessing client suitability within the new regulatory framework (new COBS rules came into effect in January 2014) and review other specialist investments, including non-mainstream pooled investments (NMPIs). UCIS and other esoteric investment product areas are covered by the FCA’s compliance requirements on NMPIs.
The masterclasses conclude with a session on meeting the FCA’s standards for independent advice, drawing on the content of the various topics covered during the day.
Venues are as follows:
Wednesday 7 May Birmingham The Belfry Hotel
Wednesday 14 May London DeVere Holborn Bars
Wednesday 21 May Leeds Village Hotel Leeds South
Helen Turner, Tenet Group distribution and development director, comments:
"Since the introduction of the RDR, independent advisers are required to have an understanding of a wider range of investments that fall within the category of retail investment products. These masterclass events aim to provide technical overviews of these less familiar product areas as well as address the question of how advisers should take into account the wider spectrum of retail investment products when giving independent advice.”
