FL: Alternative Finance and P2P Lending

Timing:
Coffee and networking 12:00 – 12:30
CPD talk 12:30 – 13:30
Buffet Lunch and networking 13:30 – 14:30

From April this year the FCA granted the IFA community automatic permission to advise on P2P (a regulated activity since April 2014). As this is a relatively new asset class, this presentation from Octopus should expand your knowledge and understanding of this area.
With the launch of the new ‘Innovative Finance ISA’ and the granting of automatic permissions in this area of advice, it is clear that the FCA are encouraging activity in this asset class.

The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.

Learning Objectives
By the end of this event, delegates will be able to identify:
- whether to waive your permissions and exclude this from your advice process
- different types of lending in this area and how the new ‘Innovative Finance ISA’ rules could benefit your clients
- how you would approach this asset class
- options that may help you with future client enquiries, particularly as most of the providers in this space operate directly to the consumer.

Speaker Biography
Now with Octopus Investments, Colin may well be known to many of you from his time at Clerical Medical, and Skandia. He has been servicing the IFA community for over 30 years. As the Octopus business development manager for the North West he is looking forward to giving you an insight on this new asset class, an area that Octopus have been active in for over nine years.

To book online visit the page on eventbrite.

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