EIS Industry Report 2019/20

60 PROVIDE FEEDBACK E-LEARNING CLAIM YOUR CPD Intelligent Partnership has achieved accredited status for AiR from the CISI, CII and PFS. Members of these professional organisations represent the ma- jority of the insurance, investment and financial services industry. Readers of the industry report can claim one CPD hour towards their CISI, CII or PFS member CPD scheme for each hour spent on the report, up to a total of four hours. The CPD hours claimed should reflect the length of time spent studying the material. The review process included an assessment of the technical ac- curacy and quality of the material against CPD Accreditation stand- ards. Achieving the recognised industry standard afforded by these organisations for this report, and our training, demonstrates our commitment to delivering only balanced, informative and high quality content to the financial ser- vices and investment community. In order to obtain CPD and meet accreditation standards, readers must complete a short question- naire and provide feedback on the report. This includes 12 multiple choice questions to demonstrate learning and a feedback form to assist in the compilation and improvement of future reports. To claim CPD please visit: Intelligen t-partnership.com/cpd Intelligent Partnership actively welcomes feedback, thoughts and comments to help shape the development of this industry report, with a particular interest in the topics readers would like to be covered in more detail in interim and future annual reports. This report is produced on an annual basis and is compiled through the conducting of research and surveys with providers, promoters and practitioners within the alternative investment industry. Greater participation, transparency and fuller disclosure from industry participants should help foster best practice and drive out poor practice. Feedback can be given on the website or via email: Intelligen t-partnership.com/feedback Reports@intelligent-partnership.com Participation and feedback are gratefully received. Intelligent Partnership has created a series of accredited e-learning courses for regulated advisers, paraplanners, accountants, and solicitors that require a recognised level of knowledge and understanding in all areas of tax-efficient investments. Our e-learning programme covers courses on EIS, VCTs, Business Relief, and Gifts and Trusts. These are designed to further your knowledge in these complex areas. Our e-learning courses contain an engaging mix of written and interactive content, videos, and info-graphics to enhance the learning experience. Learners get access to a suite of resources, including case studies, calculators, document templates, process flowcharts and decision making trees. Our EIS course has been accredited by the EIS Association, CISI, CII, and PFS. The course is eligible for four hours of Structured CPD. On completion, the learner will receive the relevant Certificate of Knowledge and Understanding. For more details, please visit: www.intelligent-partnership. com/ e-learning/ www.intelligent-partnership.com CPD AND FEEDBACK NEXT STEPS AFTER READING