With less than a year to go until the implementation of the Retail Distribution Review (RDR), the Association of Investment Companies (AIC) has announced a series of free educational seminars on investment companies across the UK, targeted at financial advisers.
Beginning in London on June 14th, the AIC will visit ten other regions of the country during 2012. These seminars are aimed at helping advisers understand more about investment companies and as well as representatives from the AIC, they will feature presentations from some of the industry’s top analysts, managers and commentators. At the first event external speakers include: Simon Elliott, Head of Research, Winterflood Investment Trusts and Caroline Gutman from Morningstar.
The agenda for the seminars will include: how to research investment companies – ten key issues to consider, an analyst/manager’s overview of the investment company sector and current opportunities, a platform update and a Q&A panel. All sessions will run from 9.30am until 12.30pm on a Thursday or Friday and CPD points will be available from the CII, CISI and IFP. There is no charge for these events but places are limited and will be allocated on a first-come, first-served basis.
AIC Adviser Seminars
| Date | Location | Time |
| Thursday 14 June | London | 9.30 am – 12.30 am |
| Thursday 21 June | Birmingham | 9.30 am – 12.30 pm |
| Thursday 13 September | Exeter | 9.30 am – 12.30 pm |
| Friday 14 September | Bristol | 9.30 am – 12.30 am |
| Thursday 27 September | Leeds | 9.30 am – 12.30 pm |
| Friday 28 September | Manchester | 9.30 am – 12.30 am |
| Thursday 18 October | Durham | 9.30 am – 12.30 pm |
| Thursday 1 November | Brighton | 9.30 am – 12.30 pm |
| Friday 2 November | Southampton | 9.30 am – 12.30 am |
| Thursday 15 November | Glasgow | 9.30 am – 12.30 pm |
| Friday 16 November | Edinburgh | 9.30 am – 12.30 am |
Jacqueline Lockie, Training Manager, AIC said: “Following on from our series of online training sessions, which were very well received, these seminars are an opportunity for advisers to find out how investment companies might help them to meet their clients’ needs. With strong long-term performance and unrivalled income records, investment companies have many benefits which may have previously been overlooked. Throughout the seminars we will be endeavouring to answer advisers’ questions to ensure that they understand the features and characteristics of investment companies and explore any concerns they might have. We hope to meet as many of you as possible out on the road!”
To register for the AIC adviser seminars please phone Debbie Gibbons at the AIC at 020 7282 5555 or email eventsteam@theaic.co.uk . Please include your name, company, phone number, email and the event location.