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05 March 2020

Hot Topics in EIS Fund Due Diligence

Date Thursday 05 March 2020 Time 6:00pm -8:00pm Key Contacts
Location Lewis Silkin LLP,
5 Chancery Lane,

MJ Hudson Allenbridge Lead Analyst, Luke Barnett, will take part in a panel discussion on that impacts many wealth managers at this time of the year – Hot Topics in EIS Fund Due Diligence.

It is anticipated that a number of topics will be discussed that are outside the scope of standard EIS fund due diligence including:

– drilling down into the different conflicts of interest that fund managers face
– transparency on fees, particularly the disclosure of fees charged to Investee Companies
– how useful are IPEV Guidelines for portfolio valuations?
– the role of the EISA in establishing trust between investors and fund managers

Other panelists include:
– Ewoud Karelse, Head of Tax Advantaged Investments, Tilney Financial Planning
– Kealan Doyle, Investment Manager, Symvan Capital