Edinburgh Fund Managers is to embark on a nationwide tour for IFAs discussing the changes in legi...
Edinburgh Fund Managers is to embark on a nationwide tour for IFAs discussing the changes in legislation relating to personal equity plans a.k.a. PEPs.
The tour starting in the Scottish capital on 14 May will see its fund managers hosting seminars to highlight how IFAs can ensure they continue to make existing PEP investments work harder for their clients.
With presentations from directors Harry Morgan and Jon Hodesdon as well as senior portfolio manager Ken Wilson IFAs will learn about changes to PEP Legislation and the opportunities arising which will allow for more flexibility and choice for investors. Discussions will include a background to the role of fund of funds and how the options available offer an effective method of achieving diversification and active management. A look at the investment process and which methods are appropriate for particular circumstances. Portfolio planning and issues which should be addressed when choosing an investment portfolio for clients as well as an overview of Global Markets.
EFM spokeswoman Marianne Cantley said: "Following the end of the ISA season, this is a good time for IFAs to consider reviewing their clients' existing portfolios. In volatile markets it becomes even more important for IFAs to monitor existing portfolios to ensure that they are achieving an appropriate level of diversity."
Further details of the tour which heads for Glasgow (also 14 May), then Newcastle, Wetherby and Manchester (15), Nottingham, Birmingham and Leicester (16), Norwich, Cambridge and St Albans (17), London (18), Belfast (21), Cardiff, Bristol and Hampshire (22) and East Sussex, Maidstone and Guildford (23) can be obtained by emailing [email protected] or by phoning 0800 917 5678.
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