Tenet launches 'esoteric' products masterclasses for all advisers

Carmen Reichman
clock

Adviser support group Tenet is holding three investment master classes to help advisers understand alternative products such as venture capital trusts (VCTs) and enterprise investment schemes (EIS).

The training will be open to Tenet and non-Tenet advisers in a bid to address the more complicated products independent advisers have had to consider since the introduction of the Retail Distribution Review (RDR) rules. These will also include exchange traded funds (ETFs), investment trusts, and other specialist investments such as non-mainstream pooled investments (NMPIs). The classes will explain selection criteria and the regulator's requirements for assessing client suitability, following new COBS rules which came into effect in January 2014. It will also focus on showing advis...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The rarely discussed barriers to closing the advice gap

The rarely discussed barriers to closing the advice gap

'The real issue isn't just access, it's attitudes, representation, and engagement'

Harry Webster
clock 04 April 2025 • 7 min read
The Apprentice stars call for more financial advice as online businesses surge

The Apprentice stars call for more financial advice as online businesses surge

‘Crucial that young entrepreneurs receive the right guidance to manage their finances’

Sahar Nazir
clock 03 April 2025 • 2 min read
Trump pushes ahead with global 'reciprocal' tariffs, sending markets into a tailspin

Trump pushes ahead with global 'reciprocal' tariffs, sending markets into a tailspin

20% on EU, 10% on UK

Sorin Dojan
clock 03 April 2025 • 2 min read