Octopus Academy and the Paradigm Academy - supporting you every step of the way

Octopus Investments

TAX-EFFICIENT INVESTMENTS

Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS) and Business Property Relief (BPR) products offer quickly-accessible tax benefits for your customers, as part of their overall financial planning.

However, they’re relatively complex products and it is important to understand them in order to treat customers fairly.

THE OCTOPUS ACADEMY

To help you become familiar with the tax-reliefs, and understand the customer benefits, Octopus Investments has launched an online IFA training tool called ‘Octopus Academy’.

It offers detailed information on the product structures as well as the underlying asset class, financial planning ideas, client case studies and an assessment module for training and compliance purposes.

We believe all financial advisors within the group should register for the site and spend some time familiarising themselves with the tax-breaks and the investment ideas. Understanding these solutions opens up a range of interesting investment options for your clients that will make them money and drive your revenues.

Taking the online tests also contributes to your CPD and supports the principles of TCF through widening your product knowledge, so you can better meet the needs of your customers and target products accordingly, providing information in a clear and appropriate way.

HOW TO SIGN UP

1. Go to the Octopus Academy website at: www.octopusacademy.com
2. Register a username and password of your choice
3. When prompted, enter the following code to register for the courses:
C-SHAPE-0479-LONGER-5
4. Take the three courses at your leisure