INNOVATIVE FINANCE ISA Showcase

MEET SIX PROVIDERS OF IFISA QUALIFYING INVESTMENTS IN ONE AFTERNOON

 

Review a representative sample of investment providers in one half-day event, without having to undertake your own expensive and time consuming research.

tick-44HEAR six investment providers talk about their IFISA qualifying investments

tick-44NETWORK with their investment specialists without having to commit to any further meetings

tick-44COMPARE key investment information, including charges and levels of risk and return

tick-44LEAVE confident that you have reviewed a representative sample of the solutions in the market

What will the event cover

The content of this event is based upon our findings from surveying advisers for the annual Industry Reports. Each presenter is asked to cover the same five issues that we know are key concerns for advisers:

THE INVESTMENT PROVIDER: length of time in the ISA market, HMRC approved, relevant AUM, performance track record and financial strength

INVESTMENT OBJECTIVE OF ACCEPTED INVESTMENTS: growth, capital preservation, income, or a combination of the three, and the targeted level of annual returns

CHARGES BORNE: charges the investor faces to use the IFISA wrapper, such as admin, transfer in and transfer out fees

IFISA TERMS: Including rate, term, minimum contribution, investor type restrictions

ACCEPTED INVESTMENTS: P2P loans, Debt Based Securities, underlying investments of accepted investments, secondary market, and investment security

What advisers have said about our previous Showcase events

How is it different from

..an Alternative Finance Masterclass?

Our Alternative Finance Masterclass events are purely educational, That’s why they are CPD accredited. The speakers are there as industry experts and thought-leaders, under strict instructions to provide impartial education without pitching their products. The Innovative Finance ISA Showcase turns that model on its head. Fund managers give product pitches, but in a structured environment, instead of the usual free-for-all. Intelligent Partnership curate the event to ensure that you get the same key information about each investment wrapper and opportunity, allowing you to easily compare like for like.

…reading the AIR Reports?

Unlike the Alternative Investment Report (AIR) series, this event will focus entirely on specific Investment Providers and their offers. We won’t spend long discussing generalities and basic information or the history and development of the market. The intention is to hear about some of the leading investment solutions without repetition or deviations into irrelevant side issues.

The Innovative Finance ISA Showcase is supported by investment experts from

6/74

Assetz Capital

Alternative Finance

Logo for

As one of the leading new peer to peer lending businesses, our purpose is very clear; to deliver fairer growth together. What do we mean by this? Well everything that we do is aimed at growing your investments with us, at growing credit worthy businesses by providing them access to your capital and at growing people and their careers with us as they manage our investors and borrowers.

This is achieved by us all working together effectively and using the power of the internet to be efficient. Through efficiency we seek to deliver better value to each of our stakeholders; the prospect of higher returns to investors and lower cost finance to businesses with us being efficient but profitable in the middle.

Fairer, Growth, Together.

https://www.assetzcapital.co.uk/

18/74

Downing LLP

Tax Efficient

Logo for

At Downing, we aim to make a difference in the lives of our investment community. We design & manage investment products that help investors look after their financial wellbeing, while our investment partnerships support businesses in their ambitions.

In uniting the two, we build lasting relationships that become the foundation of our investment community. And in our openness to learn how to develop these we continue to evolve. We value flexibility, transparency and integrity in everything we do.

42/74

Octopus Investments

Tax Efficient

Logo for

Octopus is a very different type of investment company. Whether you’re a financial adviser, an investor looking for tax-efficient ways of investing in the UK’s smallest and most dynamic businesses, or a company seeking finance for growth, we’re here to help. By putting your needs first, by listening and really understanding what you want, we can help you do smarter things with your money.

We manage nearly £5billion for over 50,000 customers. We offer straightforward products which solve problems faced by real people. We don’t believe in unnecessary complexity and only launch products when we’re confident they’ll do what we say they will. We’re working hand-in-hand with some of the UK’s most successful entrepreneurs and management teams, financing companies capable of creating, transforming or dominating markets. Exceptional customer service and clear communication are integral to everything we do.

At Octopus, we’re building the best team possible. We hire the most talented people we can find, from both inside and outside our industry.

http://www.octopusinvestments.com/

61/74

Triple Point

Tax Efficient

Logo for

We are an established private partnership founded in 2004. As an expert investment company, we build innovative products for investors and offer attractive financing solutions to a range of businesses and organisations in both the public and private sector.

http://www.triplepoint.co.uk/