Registration confirmed
Thanks for registering, you'll shortly receive a confirmation email.
The information provided on this website is intended for UK financial advisers, wealth managers and paraplanners at firms authorised by the Financial Conduct Authority to carry out regulated financial activities.
Please be aware that some of our products are high risk, and you should read the risks associated with each product before deciding whether to recommend them to a client. You’ll find the risks on the relevant product webpage and on our guide to risks page.
We do a lot of things, but we don’t offer investment, tax or legal advice.
Please confirm you are a financial adviser.
None of the information provided is investment or tax advice and we always recommend you speak to a financial adviser before investing.
Some of our products are high risk and you should read the associated risks before deciding whether to invest. These can be found on the relevant product web pages and in our guide to risks.
Please confirm you have read the information above.
None of the information provided is investment or tax advice and we always recommend you speak to a financial adviser before investing.
Some of our products are high risk and you should read the associated risks before deciding whether to invest. These can be found on the relevant product web pages and in our guide to risks.
Please confirm you have read the information above.
This section of the website is intended for the sole use of UK-based institutional investors. Before accessing the site, please confirm you meet the criteria in this disclaimer and are happy to proceed on this basis.
The content of this website is provided for informational purposes only and is not intended to be investment advice or solicitation to buy or sell any securities or engage in any other transaction.
Institutional investors should have professional experience of participating in unregulated schemes. Participation in these schemes will put investor capital at risk and will be illiquid.
More detailed information on the specific risks of a particular fund or strategy will be available in the offer document or prospectus, or available on request.
By entering this website you agree to our terms and conditions.
Please confirm you have read and agreed to the information above.
test view more
Thanks for registering, you'll shortly receive a confirmation email.
You've signed up to watch:
Date:
Wednesday, 6th May 2020, 4:30pmWatch this quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Octopus Inheritance Tax Service.
Quarterly update on the Octopus AIM Inheritance Tax Service and hear our lead fund manager’s thoughts on the AIM market.
An EIS portfolio is a way for experienced investors to target high growth from early-stage companies. It also offers a suite of valuable tax reliefs to compensate for the high-risk nature of companies at the start of their growth journey. Watch our webinar to find out more about EIS and the Octopus Ventures EIS Service.
Watch this quarterly webinar, where Ed Fellows, Investment Director, provides an update on the Service.
With Octopus Apollo VCT now open to new investment, don’t miss this opportunity to get behind the scenes and hear from Richard Court, its lead fund manager.
Tune in to understand how to help your client and grow your business with estate planning.
Watch this webinar to hear from leading experts on Consumer Duty and find out how you can help your clients achieve their objectives.
Watch this webinar to hear from the fund manager, Chris McVey, who will give an update on the fund and answer any questions you may have.
An EIS portfolio is a way for experienced investors to target high growth from early-stage companies. It also offers a suite of valuable tax reliefs to compensate for the high-risk nature of companies at the start of their growth journey. Watch our webinar to find out more about EIS and the Octopus Ventures EIS Service.
“Suitable is suitable. You just need to demonstrate how you’ve got to that position. With any suitability report I’d keep it as personalised as possible. That’s what the FCA are looking for.”
Octopus sat down with Rory Percival, a leading expert on financial regulation, to get his thoughts on how advisers and paraplanners should approach suitability and due diligence.
Watch the interview – and get 45 minutes’ CPD.
Rory Percival spent ten years at the FCA as a technical specialist, covering everything related to financial advice and advice firms.
In this video, he shares his thoughts on the most important things to consider when it comes to due diligence and writing suitability reports.
He also dispels a few common myths.