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17th January 2019

Octopus: Doing due diligence on VCTs

STEP 4: MAKING SURE AN OCTOPUS VCT IS RIGHT FOR YOUR CLIENT

  • You’ve identified a client that could benefit from a VCT.
  • You’ve talked them through how a VCT could help and the associated risks. 
  • You might then have a client looking to invest in a VCT. 
  • But you’ll want to do due diligence before you recommend any VCT to your client. 

OCTOPUS VCT ADVISER HUB

You’ll find third-party reports, client illustrations and an independent financial strength assessment of Octopus Investments on the Octopus VCT adviser hub. Use the links below to access some of the resources available. 

Access more information here

Tax, Trust & ISA

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