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No education required
The events are not CPD accredited and the presentations do not need to be educational. However,
to help advisers make meaningful comparisons between products, we insist that each presentation
covers the same issues that we know from our market research are key concerns for advisers when
they are assessing tax-efficient investments:
DETAILS OF THE INVESTMENT PROVIDER:
ownership, length of time in the market and financial strength.
INVESTMENT OBJECTIVE OF THE PRODUCT:
growth, capital preservation, income, or a combination
of the three, and the targeted level of annual returns.
DETAILS ON THE PROPOSED UNDERLYING INVESTMENTS:
how will they generate returns and how is
liquidity achieved.
DETAILS OF ALL THE CHARGES:
borne by both the investor and the investees during the product’s
lifetime. All potential fees should be cover, including performance fees and admin and/or deal fees.
YOUR TRACK RECORD:
AUM - Performance track record (overall) and performance track record of
the product you are discussing today (if you have more than one product)
DIFFERENTIATION:
What differentiates your product from the others in the market?
PLANNING IDEAS:
What planning ideas/client situations is your product suitable for?
Save time, save money
In this way, attendees will be able to review eight offerings on a like-for-like basis and then engage
directly with the Manager’s adviser facing teams during the breaks. This saves them some of the time
and effort they would normally have to put into researching and sourcing tax-efficient products.
The Showcase also saves Managers the time and effort they would spend arranging dozens of initial
adviser meetings, knowing full well that many of those meetings will not bear fruit for them.
KEY POINTS TO INCLUDE IN YOUR PRESENTATION
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