For Financial Advisers

Puma Investments

Available on demand

Puma VCT 13 showcase |

February 2023

Duration:

30 minutes

Watch on demand

Do you have clients who are looking for more diversified investments? Do they want tax-efficiency but not to sacrifice performance? Then join us on Tuesday 21 February at 10am, when you can find out more about Puma VCT 13. It remains the best-performing generalist VCT on the market on a three-year basis, as highlighted by MICAP.1  

What's covered:

  • The underlying investments and their performance 
  • What differentiates us from others in the market 
  • Plus our Investment Director, Harriet Rosethorn, will give her views and thoughts on the investment landscape in the coming months and spotlight some of the scale-up businesses that we’ve invested in

Register now

Once you submit this form, we will email you everything you need to join the webinar. We hope you enjoy it.

Meet the speakers

Harriet Rosethorn

Investment Director

Puma Investments

LinkedIn

Charlie Stoop

Business Development Manager

Puma Investments

LinkedIn

1 MICAP, VCT performance public, period: 3 years (accessed 11 January 2023) 

 

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.