Tuesday, 13 May 2014 15:15
IFP corporate member profile: Association of Investment Companies
The Association of Investment Companies (AIC) adviser website offers detailed information and resources to expand and refresh advisers' planners' and paraplanners' knowledge of closed-ended investment companies.
For 2014, a number of new features have been added, as well as information on seven free training seminars taking place across the country over the year.
One new area is 'Your experiences', which is updated regularly and features interviews with advisers with a view to establishing how they use investment trusts and other closed-ended investment companies in their recommendations to clients. Some have used investment companies for a long while, and other advisers are new to this area.
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The AIC has also confirmed a series of free adviser training seminars around the country in 2014, which IFP members are invited to attend. Seminars will run between June and November, and will be held in Manchester, Bristol, London (City), Newcastle, Edinburgh, London (West End) and Birmingham. Each session will run from 9:30am-12:30pm, and information is available on the AIC's website. Visit http://www.theaic.co.uk/financial-advisers/training/face-face-training for more information or to register, or alternatively contact Debra Gibbons on 020 7282 5572 or This email address is being protected from spambots. You need JavaScript enabled to view it.. The site offers seven online training presentations with CPD points available.
The AIC has also launched a new service to help advisers with new rules in relation to 'non mainstream pooled investments' (NMPIs), which determine which pooled investments they can recommend to ordinary retail clients in the future. This service will provide advisers with a list, updated monthly, of all the securities that the AIC's members have confirmed can be recommended to ordinary retail investors under the new rules. The vast majority of the AIC's members are unaffected by these rules.
As ever, there is comprehensive information on issues such as gearing, discounts and liquidity. You can access guides, factsheets and daily data on investment companies. There are updated video debates from experts in the industry, and you can access news and opinion pieces from a variety of fund managers, analysts and journalists. You can sign up for the AIC's monthly newsletter for advisers, and receive up-to-date, topical information and articles from the sector.
To find out more about the information and resources offered by the AIC, visit our adviser website http://www.theaic.co.uk/financial-advisers.
For 2014, a number of new features have been added, as well as information on seven free training seminars taking place across the country over the year.
One new area is 'Your experiences', which is updated regularly and features interviews with advisers with a view to establishing how they use investment trusts and other closed-ended investment companies in their recommendations to clients. Some have used investment companies for a long while, and other advisers are new to this area.
{desktop}{/desktop}{mobile}{/mobile}
The AIC has also confirmed a series of free adviser training seminars around the country in 2014, which IFP members are invited to attend. Seminars will run between June and November, and will be held in Manchester, Bristol, London (City), Newcastle, Edinburgh, London (West End) and Birmingham. Each session will run from 9:30am-12:30pm, and information is available on the AIC's website. Visit http://www.theaic.co.uk/financial-advisers/training/face-face-training for more information or to register, or alternatively contact Debra Gibbons on 020 7282 5572 or This email address is being protected from spambots. You need JavaScript enabled to view it.. The site offers seven online training presentations with CPD points available.
The AIC has also launched a new service to help advisers with new rules in relation to 'non mainstream pooled investments' (NMPIs), which determine which pooled investments they can recommend to ordinary retail clients in the future. This service will provide advisers with a list, updated monthly, of all the securities that the AIC's members have confirmed can be recommended to ordinary retail investors under the new rules. The vast majority of the AIC's members are unaffected by these rules.
As ever, there is comprehensive information on issues such as gearing, discounts and liquidity. You can access guides, factsheets and daily data on investment companies. There are updated video debates from experts in the industry, and you can access news and opinion pieces from a variety of fund managers, analysts and journalists. You can sign up for the AIC's monthly newsletter for advisers, and receive up-to-date, topical information and articles from the sector.
To find out more about the information and resources offered by the AIC, visit our adviser website http://www.theaic.co.uk/financial-advisers.
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