With the majority of advisers citing education and understanding as their main barriers to recommending alternative investments, Tax Briefs editor and City of london chairman Danby Bloch will offer guidance on managing key areas to optimise the benefits for their clients.
In a session entitled ‘Zen and the Art of Alternative Investment’, Danby Bloch will present an overview on how advisers can optimise investments; gain a whole of market view and source the best products; understand their due diligence requirements, compliance and suitability; and find the right PI cover.
