AIC hits the road: investment company workshops for advisers

Ever wondered what the differences are between open-ended funds and investment companies, and what these mean for investors? Or what role investment companies can play in financial planning? Over the next four weeks, the Association of Investment Companies (AIC) is travelling across the UK to meet advisers and provide free training on investment companies in its latest series of workshops.

Led by Nick Britton, the AIC’s Head of Training, the workshops are aimed at financial advisers and wealth managers interested in gaining a good grounding in the main features of investment companies or those who’d like to refresh their knowledge. Designed as structured CPD and accredited by the Chartered Insurance Institute (CII), Personal Finance Society (PFS) and Chartered Institute for Securities & Investment (CISI), the workshops will cover:

  • The differences between investment companies and open-ended funds
  • The main functions of investment companies in financial planning
  • How to analyse investment companies and incorporate them in client portfolios

To book, please email Debbie.Gibbons@theaic.co.uk or call 020 7282 5572, or use the online booking form on the AIC website.

Commenting on the latest series of workshops, Nick Britton, Head of Training, Association of Investment Companies said: “2018 marks 150 years since the launch of the first investment company, so it’s a great opportunity to discuss why investment companies are relevant for today’s investor. We’re looking forward to speaking to more advisers about the investment company industry and helping them to expand their knowledge and confidence in dealing with investment companies.”

Upcoming adviser workshops

 

Date

Venue

Time

Preston workshop

25 April 2018

Preston Marriott Hotel, Garstang Road, Broughton PR3 5JB

14:00 – 16:15

Warrington workshop

26 April 2018

Village Hotel, Centre Park Square, Warrington, Cheshire WA1 1QA

09:45 – 12:00

Bournemouth workshop

2 May 2018

Village Hotel, Wessex Fields, Deansleigh Road, Bournemouth BH7 7DZ

14:00 – 16:15

Guildford workshop

3 May 2018

Holiday Inn Guildford, Egerton Road, Guildford, Surrey GU2 7XZ

14:00 – 16:15

Lincoln workshop

9 May 2018

Washingborough Hall Hotel, Church Hill, Washingborough, Lincoln LN4 1BE

14:00 - 16:15

Leicester workshop

10 May 2018

Leicester Marriott Hotel, Smith Way, Grove Park, Leicester LE19 1SW

09:45 - 12:00

Plymouth workshop

16 May 2018

Boringdon Hall Hotel, Boringdon Hill, Colebrook, Plymouth PL7 1DP

09:45 - 12:00

Taunton workshop

17 May 2018

The Castle at Taunton Hotel, Castle Green, Taunton TA1 1NF

09:00 - 11:15

Bristol workshop

17 May 2018

Aztec Hotel & Spa, Aztec West Almonsbury, Bristol BS32 4TS

14:00 - 16:15

Hemel Hempstead workshop

22 May 2018

Shendish Manor Hotel, London Road, Apsley, Herts HP3 0AA

14:00 - 16:15

London workshop

23 May 2018

South Place Hotel, 3 South Place, London EC2M 2AF

08:45 - 11:00

Norwich workshop

24 May 2018

Mercure Norwich Hotel, 121 - 131 Boundary Road, Norwich NR3 2BA

14:00 - 16:15

-Ends-

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Notes

  1. The Association of Investment Companies (AIC) was founded in 1932 to represent the interests of the investment trust industry – the oldest form of collective investment.  Today, the AIC represents a broad range of closed-ended investment companies, incorporating investment trusts and other closed-ended investment companies and VCTs. The AIC’s members believe that the industry is best served if it is united and speaks with one voice. The AIC’s mission statement is to help members add value for shareholders over the longer term. The AIC has 349 members and the industry has total assets of approximately £174 billion.
  2. Disclaimer: The information contained in this press release does not constitute investment advice or personal recommendation and it is not an invitation or inducement to engage in investment activity. You should seek independent financial and, if appropriate, legal advice as to the suitability of any investment decision. Past performance is not a guide to future performance.  The value of investment company shares, and the income from them, can fall as well as rise.  You may not get back the full amount invested and, in some cases, nothing at all.
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