Selling your IFA:
Understanding historic DB advice, PII, and Due Diligence

If you're considering selling your financial advice business in the next 12–18 months, it's worth understanding how buyers are assessing historic defined benefit (DB) transfer advice and professional indemnity insurance (PII).

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In this webinar, Simon Bourke, Managing Director at Chapters Capital will be joined by Alex Canham and Dorian Cameron to discuss what they're seeing in the current market, drawing on case studies and real-life examples from recent transactions.​

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You will leave knowing:

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• How buyers and insurers view historic DB transfer advice, and how this can affect a sale

• What buyers look for during due diligence, including past advice reviews and supporting documentation

• How PII and run-off cover work in a transaction, and who takes responsibility for historic advice

• How buyers and insurers currently view historic DB transfer advice

• Practical steps sellers can take to prepare, manage potential risks and avoid problems during the sale process

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Places are limited, so register now to reserve your spot. 

If you can't attend live, register anyway to receive the recording after the session.