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AIC to visit 15 locations in investment trust education programme

5 March 2020

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

The Association of Investment Companies (AIC) has released details of its spring workshop programme, covering 15 locations around the UK.

The free two-hour workshops will be held between 22 April and 4 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 to provide two hours of 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

Commenting on the latest series of workshops, Nick Britton, Head of Intermediary Communications at the Association of Investment Companies, said: “This is the fifth year we have run our workshops, which are designed to provide a friendly and practical introduction to investment trusts, with lots of opportunities for questions and discussion.

“Feedback from previous years has been very positive, with attendees ranking the workshops an average 4.8 out of 5 for usefulness. We’d encourage anyone who’d like to find out more about investment trusts or feels their knowledge could be improved to come along.”

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

Upcoming adviser workshops

 

Date

Venue

Time

Brighton workshop

22 April 2020

Hilton Brighton Metropole, Kings Road, Brighton BN1 2FU

14:00 – 16:15

Tunbridge Wells workshop

23 April 2020

The Spa Hotel, Mount Ephraim, Royal Tunbridge Wells, Kent TN4 8XJ

14:00 – 16:15

Chelmsford workshop

29 April 2020

The Ivy Hill Hotel, Writtle Road, Margaretting, Chelmsford, Essex CM4 0EH

09:45 – 12:00

London workshop

30 April 2020

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

09:15 – 11:30

Salisbury workshop

5 May 2020

Holiday Inn Salisbury – Stonehenge, Mid-Summer Place, Amesbury, Solstice Park SP4 7SQ

14:00 - 16:15

Southampton workshop

6 May 2020

Meon Valley Hotel Golf & Country Club, Sandy Lane, Shedfield, Southampton SO32 2HQ

09:45 – 12:00

London workshop

7 May 2020

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

14:00 – 16:15

Cambridge workshop

14 May 2020

Hotel Felix, Whitehouse Lane, Huntingdon Road, Girton, Cambridge CB3 0LX

14:00 - 16:15

Knutsford workshop

19 May 2020

The Cottons Hotel & Spa, Mancester Road, Knutsford WA16 0SU

14:00 – 16:15

York workshop

20 May 2020

Principal Hotel York, Station Road, York YO24  1AA

09:00 – 11:15

Sheffield workshop

20 May 2020

Copthorne Hotel Sheffield, Bramall Lane, Sheffield S2 4SU

14:00 – 16:15

Leicester workshop

21 May 2020

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

09:45 – 12:00

Exeter workshop

 

2 June 2020

Mercure Exeter Rougemont Hotel, Queen Street, Exeter EX4 3SP

14:00 – 16:15

Bristol workshop

3 June 2020

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

09:00 – 11:15

Cardiff workshop

3 June 2020

Clayton Hotel Cardiff, St Mary Street, Cardiff CF10 1GD

14:15 – 16:30

Tewkesbury workshop

4 June 2020

Hilton Puckrup Hall, Puckrup Lane, Tewkesbury GL20 6EL

09:45 – 12:00

-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 363 members and the industry has total assets of approximately £201 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