V1741 EIS external
Date: May 2020
Length: 5 minutes
Wqealth Club introducing the features and benfits of EIS
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The NSR is a first meeting summary and actions report. So it can be an onboarding meeting with contract sign up + fee agreement, risk tolerance questionnaire or a follow up to an introductory meeting on a new area such IHT for an existing client.
V1741 EIS external
Date: May 2020
Length: 5 minutes
Wqealth Club introducing the features and benfits of EIS
V1742 SEIS external
Date: May 2020
Length: 6 minutes
Nordens introducing SEIS
V1740 How AWM promotes EIS
Date: 2019
Length: 19 minutes
MI introduction to EIS & VCT. AWM history with these products, key changes and strategies for clients.
V481 NG with Rockpool
Date: Aug 2017
Length: 55 mins
Nicola Glass simulated assesment number one with the business development manager at Rockpool, an industry provider of these schemes.
V1454 PCG17 EIS sim 1 with MF
Date: Feb 2020
Length: 1 hour
Matt Fagan EIS simulated assesment number one with Rob Agnew