IW Capital offer wide support to the Advisor community Our services have been carefully thought through and we offer a comprehensive Due Diligence Pack in support of these containing the following: CPD Certification Confirmation Comprehensive Due Diligence Questionnaire Portfolio Overview Draft Suitability Text 3rd Party review – Hardman & Co IW investment process – Origination to Exit IW Capital Management Team IW Capital Organisational Chart List of Employees making investment decisions P.I Insurance details Technical guidance – share loss relief Custodian receiving agent agreement We are fully accredited to provide CPD through the CPD Certification Service and comprehensive presentations are available on request. IW Capital have two services available to Advisors which can be accessed here: EIS Portfolio Service Self Select Service FIND OUT HOW PARTICIPATION IN IW CAPITAL’S INVESTMENT OPPORTUNITIES CAN BE A PART OF YOUR OWN FINANCIAL STRATEGY Download your free IW Capital Brochure
