7
11.10
VCT Products: Sourcing,
Selecting and Due
Dilligence
Graham Robertson
Triple Point
Graham is going to give us the inside
track on the key areas to look at and
the key questions advisers should be
asking of providers when sourcing
VCT products and carrying out due
diligence.
11.45
VCTs and Suitability
Reports
Damian Davies
The Timebank
Damian is going to talk us through the
issues involved in putting together
accurate suitability reports, debunking
some of the myths and helping us
understand exactly what advisers’
suitability obligations really are.
Dan Kiernan
Intelligent Partnership
12.05
Using VCT Investments
in the Current
Environment
Tony Müdd
St James’s Place
And finally Tony will wrap up the day
with some genuine VCT client case
studies.
11.25
The VCT landscape:
Limited Life VCTs
Eliot Kaye
PUMA Investments
The last category of VCT, and perhaps
the least well understood, are limited
life VCTs. Eliot is going to give us the
lowdown on them, how they are run,
their risks and benefits and where
they might find a place in an adviser’s
proposition.
12.45
Closing Remarks
Dan will sum up and bring the morning
to a close before we break for lunch
and networking opportunities.
Coffee, tea, refreshments and
networking.
10.55
Coffee Break
10.55
14.00
13.00
Lunch
12.25
Questions Panel
Graham, Eliot, Damian and Tony will
be on a panel to answer your pre-
submitted questions.
Buffet lunch, refreshments and
networking.
