The Autumn Adviser Hour Q3 2022: EIS In Focus is now available on demand:

Watch on Demand 

EIS provides great opportunity for advised clients, though remains unused by the majority of financial advisers. What clients can benefit from building an EIS portfolio?  How is it best introduced to those clients.  There is a huge number of funds out there, so we have a look at how can advisers best judge EIS funds and fund managers, how can they do due diligence on them, how to line up the many different fees, and which sectors are attractive from an investment perspective?

Topics for the Autumn Episode will include:

  • Sunset Clause
  • Predictions for the season ahead
  • Diversification in sectors and managers
  • Private company valuations
  • What advisers new to EIS should look for
  • Exits and Liquidity
  • Government’s Net Zero and Levelling Up initiatives

Alongside long-standing topics such as:

  • Fee Transparency (EISA)
  • Deployment timelines
  • Diversification & Risk

We ask a panel of industry experts these key questions and more.

Hosted by our new host Catherine McQueen, the Q3 2022 EIS Series features a star line-up of both old and new leading industry figures and commentators featuring guests representing some of the best established and most popular EIS providers in the market. This episode includes guests from SFC Capital, Jenson Funding Partners, Nexus Investments and Symvan Capital.

As well as an in-depth exploration of market trends and analysis, we will also be asking the panel a series of questions from Advisers, in our new Adviser Clinic section.

Watch on Demand 

Don't miss out on this event Book Now



020 7071 3945


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