Mercia EIS client journey – a webinar for advisers and paraplanners

Mercia‘s Head of Sales and Private Investor Relations, Dr. Paul Mattick joins Business Development Manager Russell Fryer, who present all aspects of the client journey when you choose to recommend Mercia’s EIS Fund, covering your clients’ journey.

Topics for discussion were:

  • Digital signing a pre-populated application form
  • Our Investor Centre provides all our reporting, including valuations
  • Investor Centre hosts all digital tax certificates
  • Clear communications, routed through the adviser wherever possibleThey also described the process for advisers, including:
  • Independent reviews
  • Adviser fees and net investment calculations
  • Our policy of adviser first communications
  • Access to our Investor Centre reporting for each of your clients