How to research, analyse and use investment companies

Nsure
Thursday, 14 July 2016
5:30 pm – 7:15 pm

The Insurance Institute of Sussex is delighted to invite members and their guests to this free 1.5 hour seminar where Nick Britton, Head of Training at the Association of Investment Companies will be exploring the main features of investment companies and how they differ from open-ended funds (OEICs).

During the evening, Nick will look at features such as discount/premium pricing and gearing and explain where to find the essential information needed to analyse and select investment companies, and how to interpret this information.

Nick will provide practical tips about how investment companies could be appropriately incorporated into clients' portfolios, focusing on the risks and potential benefits.

He will also cover some more specialist areas (see below) meaning that this event is suitable both for those who have little knowledge of investment companies and for members with more experience or with specific interests.

Online Booking
If you would like to join us at this seminar, please use our online booking form by clicking on the Book Now button below.

Light refreshments (tea/coffee/juice and biscuits) will be available from 5.30pm onwards. Please note this seminar will start slightly earlier than usual at 5.45pm.

Learning Objectives
By the end of this seminar, delegates will be able to identify:

  • the main features of investment companies that differentiate them from other collectives
  • the essential data needed to analyse investment companies
  • three ways in which investment companies could be used in clients' portfolios

Delegates will also:

  • know how to use investment companies for income
  • know how to access illiquid assets through investment companies
  • understand investment company corporate actions

Getting there
Parking restrictions apply near to Nsure's offices until 6.00pm. Free on-street parking is available approximately 10 minutes' walk to the west of Worthing. There are also two multi-storey car parks nearby for which charges apply. Worthing station is just under one mile from the venue.

Venue
  • 93 Rowlands Rd
  • Worthing
  • BN11 3JX
View map

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.