SJP - VCT Guide

Using the St. James’s Place Panel To help mitigate the higher investment risk associated with VCTs and ensure Partners advise with confidence, St. James’s Place has curated a provider panel approach. This enables access to a range of providers who invest across a broad range of sectors and specialisms. Providers are selected for inclusion based upon several important factors. This includes having a strong presence in the market with a clear intention to provide new offerings in subsequent tax years, robust administration procedures, a strong reputation for customer service and a proven track record in investing in unquoted trading companies within their areas of expertise. The panel is reviewed on a regular basis, with detailed analysis of each offering provided by Allenbridge, who specialise in due diligence and detailed market research of complex investments. 54 Steps after reading CPD CPD hours will be automatically allocated for the time spent preparing for and completing each exam. For full details of the CPD allocated to this and other accreditation exams please refer to the St. James’s Place Accreditation Matrix, which can be found on the St. James’s Place home page on MyDevelopment, under the Useful Links section. Provide Feedback Intelligent Partnership actively welcomes feedback, thoughts and comments to help shape the development of this guide. This guide is produced on a regular basis. Feedback can be given on the website or via email: • Intelligent-partnership.com/feedback • Guides@intelligent-partnership.com Participation and feedback are gratefully received About Intelligent Partnership Intelligent Partnership is the UK’s leading provider of insights and education in the tax advantaged and alternative investments space. We provide a suite of materials to keep advisers and industry professionals up to date with the latest developments and on course to meet their training and CPD targets. Our range of engaging, accessible and CPD accredited resources includes: ANNUAL INDUSTRY REPORTS Free, award winning series including EIS, VCT, BR and AIM Reports offering ongoing observations and intelligence, the latest thoughts and opinions of managers and providers and a comparison of open investment opportunities. Visit: www.intelligent-partnership.com/research-format/publications PROVIDER SPOTLIGHTS A deeper dive into individual providers giving their input on particular market issues and more detail on the strategies and offerings they have developed to address them. E-LEARNING A series of e-learning courses for regulated advisers, paraplanners, accountants and solicitors that require a recognised level of knowledge and understanding in all areas of Tax and Estate Planning. Visit: www.intelligent-partnership.com/e-learning SHOWCASES Free events across the country, giving advisers the opportunity to build their knowledge of tax wrappers and less mainstream asset classes and ask questions. Providers present their investment opportunities on a like for like basis. For information about an event near you, go to: www.intelligent-partnership.com WEEKLY INVESTMENT BRIEFINGS A weekly snapshot of the latest articles, commentary and market data for financial services professionals, in two easy-to-read briefings on Tax-Efficient Investments and Alternative Finance. Visit: https://intelligent-partnership.com/investment-briefing-sign-up/