In April and May this year Connaught ran a number of UCIS road shows across the country; the events have been specifically designed to provide factual information and guidance on the regulatory framework surrounding UCIS and how the products may fit into an adviser’s overall assessment of client opportunities.
Individual IFA and Wealth Management firms who were unable to attend the April and May events are now able to have a Connaught representative at their business to present an individual seminar session covering the same topics as the recent UCIS road shows.
James Allen, New Funds Director at Connaught Asset Management, commented:
“We have now run more than 10 seminars across the country to both invited guests and, following these, to individual IFA companies wishing to extend the knowledge of their IFAs and para-planner teams regarding the rules and regulations surrounding UCIS investments. Following excellent feedback from attendees we have decided to extend the offer to any IFA and Wealth Management business in the UK that is able to have 10 or more people in attendance. Anyone wishing to arrange a seminar is welcome to call or e-mail me personally at anytime.”
Garry Haywood, Managing Director of Globe IFA, said:
“Over the last few months we have become more and more confused as to how potential clients could be approached with regard to UCIS products. Before the FSA had become active in this area from time to time we used UCIS funds where we felt that it would be beneficial as part of a client’s overall portfolio. However recently my business development manager, Andy Greenwood, attended a seminar run by James Allen of Connaught who went through clearly the scenarios of how and when UCIS could be presented. Andy was very impressed that this wasn’t a ‘plug’ for Connaught products but a generic educational seminar, in fact he thought that it was so good he arranged for Connaught to do an in-house workshop with all the advisers in the company, at the end of which we felt we now had a clear way forward. I would urge any advisory firm that is looking for clear, understandable information on UCIS to contact Connaught for a personalised seminar.”
For more information on Connaught Asset Management or to book an individual UCIS seminar, please visit: www.connaughtam.com, or contact James Allen on 020 8971 9727.