Hearthstone Investments is now offering content such as presentations, webinars and seminars that offer a CPD opportunity for Financial Professionals.
We are an accredited Financial Planning Corporate Supporter of the CISI.
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|CPD Opportunity||CPD Value||Content Type||Date||Description||Register/Link|
|Introduction to residential property fund investing||30 Pts||Live Webinar||To be announced - Feb 2019||Overview of the UK residential property market fund, ways to invest and the case for a fund. A chance to ask questions at the end.||
|Introduction to residential property fund investing||30 Pts||PDF Presentation||Always Available||Overview of the UK residential property market fund, ways to invest and the case for a fund||
|Marketing for IFAs||tba||PDF Presentation||Always Available||A marketing best practice outline to help IFAs and other Financial Professionals reach out to new prospective customers.||
This presentation describes the TM home investor fund, with the objective of allowing retail clients to gain an overview of the product’s recent history. It should not be considered advice or an invitation to invest.
As with all investing, your capital is at risk. The value of your portfolio with TM home investor fund can go down as well as up and you may get back less than you invest. LEARN MORE ABOUT RISK.
Hearthstone Investments Ltd is the parent company of the Hearthstone Investments Group. Regulated business is carried out by Hearthstone Asset Management Limited. Hearthstone Asset Management Limited is an appointed representative of Thesis Asset Management Limited which is authorised and regulated by the Financial Conduct Authority (114354). Hearthstone Investments Ltd (06379066) and Hearthstone Asset Management Limited (07458920) are both registered in England and Wales. The registered office for both companies is c/o Waterstone Company Secretaries Ltd Third Floor, Suite LG:03, Bridge House, 181 Queen Victoria Street, London, EC4V 4EG. Thesis Unit Trust Management Limited is the Authorised Corporate Director of the TM home investor fund. Authorised and regulated by the Financial Conduct Authority (186882).