Available on demand
Double down on due diligence |
June 2025
30 minutes
Watch on demand
We are excited to bring you two of the tax advantaged industry’s due diligence heavy weights, Sally Boyle, from Defaqto and Ewoud Karelse from Evelyn Partners. They will be giving insights into better due diligence and more robust advice in this specialist space.
With advisers expected to do their own due diligence, this can prove challenging when it’s not their full-time job. Learn from the experts about the key elements to analysing these products, and also how best to apply that specialist due diligence to differentiate your advice.
What's covered:
- Better understand the additional requirements of tax-advantaged product due diligence
- Understand the risks of investing in private companies
- Understand how to use specialist research to support your advice
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This webinar is for investment professionals only.
The webinar is being hosted to facilitate discussion, it is not intended to provide professional guidance or offer personal recommendations. Opinions expressed by the speakers do not necessarily represent the opinions of Puma Investments.
Continuing professional development
Continuing professional development (CPD) is an essential requirement for all financial advisers. The FCA states that all advisers must complete a minimum of 35 hours of relevant CPD each year with at least 21 hours being structured learning. Structured learning activities can include seminars, lectures, conferences, workshops or courses and completing appropriate e-learning.
Risk factors
An investment with Puma Investments carries risks.
Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors' capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals' personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise immediately or in full the proceeds.