Fractionalisation: A New Age For ISA Investors?

Fractionalisation: A new Age For ISA Investors?

Tuesday, 19^th March 11:00 am – 12:00 pm

Discover how fractionalisation is revolutionising investing in the US and its potential impact on ISA investing in our webinar.

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Fractionalisation---A-New-Age-For-ISA-Investors-Slide-2

Fractional share investing is a recent phenomenon but is already changing investing for the better, particularly in the US.

Though lesser known in the UK, one seemingly inconspicuous line in last year’s Autumn Statement may be set to change ISA investing forever. All will be explained in our webinar where you will learn what fractionalisation is, how it works, why it matters, and how it could soon transform ISA investing…

Further Topics Include!

Understanding Your Business's Value

It is essential you understand the current value of your business, and the gap to your target sale value. Beyond that, you will gain an understanding of other factors that influence the value of your business so that you can identify strategies to increase the attractiveness of your business ahead of sale.

Preparing Your Management Information

Your management information plays two key roles in the sale process – the marketing and positioning stage needs to attract interest, and it is fundamental to an effective due diligence process. Understand the requirements of MI in advance so that you can detect and close information gaps, allowing you to sail through your transaction.

Identifying and Mitigating Risks

Potential buyers are always cautious about hidden risks associated with a business, particularly in highly regulated industries such as financial services. Louise will share with you an overview of the key areas a potential buyer will examine, giving you the opportunity to remediate any potential issues before starting the process of a business sale.

Learning outcomes

Fractional Share Overview

A definition, brief history and the broad pros and cons of fractional share investing.

Fractional Solutions

Accessibility challenges in investing - including examples - and the problems fractionalisation solvesl.

Regulatory Outlook

The regulatory direction of travel concerning fractional shares in ISAs;

Tech Landscape

The technology required to power fractional share investing and its current status and availability.

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Headlining Adviser 3.0

Keynote and Q&A with renowned entrepreneur Deborah Meaden and the first ever UK live appearance of ‘Traction’ author and business growth guru Gino Wickman.

Book For Adviser 3.0