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How to overcome challenges of recommending EIS

This article is taken from FT Adviser, where Intelligent Partnership’s Masterclass was highlighted. Click here to read the original article Senior industry figures have highlighted challenges advisers face when embedding enterprise investment into their business models. During an EIS event hosted by Intelligent Partnership, Andrew Melville, risk management adviser at Ernst & Young, said adopting a process that assesses suitability is “critical” when it comes to advising clients on enterprise investment schemes. He said it is important for advisers to understand the types of clients they are recommending the particular EIS product to, and to ensure the “right product is… continue reading

February 26, 2016