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AIC to visit 14 locations in investment trust education drive

26 March 2019

Free adviser workshops will be held in May and June across the UK.

The Association of Investment Companies (AIC) has released details of its spring workshop programme, covering 14 locations around the UK.

The free two-hour workshops will be held between 21 May and 20 June and are designed to provide an accessible, practical introduction to investment trusts. They are aimed at financial advisers and wealth managers who want to refresh, update and deepen their knowledge of closed-ended funds.

Led by Nick Britton, Head of Intermediary Communications and Elmley de la Cour, Communications Manager, the workshops are designed as structured CPD and accredited by the Chartered Insurance Institute (CII) and Chartered Institute for Securities & Investment (CISI). Their learning objectives are as follows:

  • Explain the differences between investment trusts and open-ended funds, and what they mean for the investor
  • Describe the main functions of investment trusts in financial planning
  • Identify the key metrics needed to analyse investment trusts, and understand how to interpret them

To book, please email Debbie.Gibbons@theaic.co.uk, 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 Intermediary Communications at the Association of Investment Companies said: “When we speak to advisers who don’t yet use investment trusts, they often say that they don’t feel they have the knowledge or understanding to do so. These workshops are designed to help bridge that knowledge gap, and show that investment trusts are not as mysterious or complicated as people sometimes think.

“This is the fourth year we have run these workshops and feedback from previous years has been strong, with 80% of last year’s attendees giving them a score of 5/5 for usefulness and a further 18% giving them 4/5.”

Upcoming adviser workshops

 

Date

Venue

Time

Liverpool workshop

21 May 2019

Novotel Hotel, 40 Hanover Street, Liverpool L1 4LN

14:00 – 16:15

Manchester workshop

22 May 2019

The Principal Hotel, Oxford Street, Oxford Street, Manchester M60 7HA

09:00 – 11:15

Leeds workshop

22 May 2019

DoubleTree by Hilton Hotel, Granary Wharf, 2 Wharf Approach, Leeds LS1 4BR

14:00 – 16:15

Derby workshop

23 May 2019

Breadsall Priory Marriott Hotel, Moor Road, Morley, Derby DE7 6DL

09:00 – 11:15

Birmingham workshop

23 May 2019

Birmingham Conference & Events Centre, Hill Street, Birmingham B5 4EW

14:00 - 16:15

London workshop

29 May 2019

The AIC, 9th Floor, 24 Chiswell Street, London EC1Y 4YY

14:00 – 16:15

London workshop

30 May 2019

The AIC, 9th Floor, 24 Chiswell Street, London EC1Y 4YY

09:00 - 11:15

Swindon workshop

5 June 2019

Swindon Marriott Hotel, Pipers Way, Swindon SN3 1SH

14:00 - 16:15

Leamington Spa workshop

6 June 2019

Holiday Inn Hotel, Tachbrook Park, Olympus Ave, Royal Leamington Spa, Warwick CV34 6RJ

09:45 - 12:00

Newmarket workshop

11 June 2019

Bedford Lodge Hotel & Spa, Bury Road, Newmarket CB8 7BX

14:00 - 16:15

Stamford workshop

12 June 2019

The George Hotel of Stamford, The Business Centre, 71 High Street, St. Martins, Stamford PE9 2LB

09:45 - 12:00

Crawley workshop

13 June 2019

The Copthorne Hotel Gatwick, Copthorne Way, Copthorne, West Sussex RH10 3PG

14:00 - 16:15

Newcastle workshop

 

19 June 2019

The Copthorne Hotel, The Close, Quayside, Newcastle upon Tyne NE1 3RT

09:45 – 12:00

Edinburgh workshop

20 June 2019

Radisson Blu Hotel, 80 High Street, Royal Mile, Edinburgh EH1 1TH

09:00 – 11:15

Glasgow workshop

20 June 2019

Radisson Blu Hotel, 301 Argyle Street, Glasgow G2 8DL

14:15 – 16:30

-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 358 members and the industry has total assets of approximately £184 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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Media enquiries

Annabel Brodie-Smith
Communications Director
Tel: 020 7282 5580
annabel.brodie-smith@theaic.co.uk
@annabelbrodies
@aicpress

Elmley de la Cour
Communications Manager
Tel: 020 7282 5583
elmley.delacour@theaic.co.uk
@aicpress

William Sanderson
Communications Executive
Tel: 020 7282 5584
william.sanderson@theaic.co.uk
@aicpress