January 2014 event – Helping trustees navigate their way through the global financial crisis

Date: 31st January 2014

Timing: 12 for 12.30pm – Close at 2 pm

Venue: Deutsche Bank offices, Liver Building, Pier Head, Liverpool L3 1NY

By the end of this educational structured CPD presentation attendees will understand the basics of Exchange Traded Funds (ETF’s) from an adviser’s perspective: what they are, how they work and why you should care.

The FCA highlighted in their conduct of risk report ETF’s to be a specific Investment structure which advisers must be able to understand and be able to demonstrate an understanding for. The material and education in this presentation will assist you in gaining a basic understanding to go towards supporting you with this and also explore the opportunities it may bring in a transparent fee based world.

The session will also support your ability to create a due diligence process on ETF’s whether you select investments or outsource investment to third parties.

The Presentation will cover;

– Introduction to ETFs – Just another way to Index

– Comparing ETF’s and traditional funds

– ETF’s in Action – What’s Under the bonnet?

– Costs, charges and distributions

– ETF’s in Client portfolios

– ETF’s and tax

The Vanguard Group Inc, launched the first index fund in 1976 in the US, and now investors worldwide trust it to manage $2.6 trillion (as at 30th September 2013) worth of their assets through ETF, Index and Active fund strategies.

This informative presentation is sure to attract a lot of interest. To reserve your place please register your details at:


Buffet Lunch and networking opportunity after the talk