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Credentials

(References available on request)

Iain began his career in financial services in the late 80’s as an investment adviser, winning many national productivity awards.

Partner of Independent Financial Solutions (an IFA practice) from October 1990 to March 1998 – the practice rapidly expanded to become one of the most successful on the South Coast of England.

CEO of Integrity Financial Solutions Ltd from March 1998 to October 2009 – Iain split away from his Partnership in March 1998 to set up Integrity Financial Solutions Ltd and The Endowment Exchange. Integrity Financial Solutions Ltd provided IFA services, whilst the Endowment Exchange rapidly became one of the largest TEP brokers in the UK.

Director of Life Settlement Consulting (LSC) and in April 2010, in its capacity as consultant, LSC launched The Strategic Life Settlement Fund Plc (SLSF), a Central Bank of Ireland Authorised OEIC Qualifying Investor Fund. And, in March 2011 acting as distributor and consultant, LSC launched The Strategic LS Access (I) Fund Plc, a Central Bank of Ireland OEIC, (Qualifying Investor Fund) as feeder fund to the SLSF. In addition, LSC also works very closely with The Vida Longevity Fund.

CEO of Integrity Reviews Ltd from January 2002 to date – In 2002 Iain set up The TEP Factory Ltd as a TEP Market Maker which grew to become a top 5 Market Maker in the UK. In 2009 The TEP Factory Ltd was rebranded to Integrity Reviews Ltd and now performs reviews on investors’ TEP portfolios.

CEO of UK Innovative Financial Designs Ltd & its subsidiaries: UK Innovative LS Ltd, UK Innovative TI Ltd, UK Innovative Partnerships Ltd (IFD) April 2007 to date – IFD was set up to develop products in the traded instrument sector. In 2010 a range of Spot Currency Managed Accounts were launched. In February 2011, acting as distributor, IFD launched The HC I Life Settlement Fund, an FSA Authorised OEIC (Qualified Investor Scheme) as a feeder fund to the SLSF. Additionally, in 2010 IFD began recruiting distribution Partners to generate interest in the Life Settlement and Managed Currency offerings with UK and Irish IFAs and institutions.

Director of a Luxembourg Life Settlement securitisation LAT SA from April 2010 to date.

Committee Member of Life Insurance Settlement Association (LISA).

PLC Directorships

The Strategic Life Settlement Fund Plc (SLSF) – Qualifying Investor Fund, authorised in April 2010. This fund is a PLC authorised by the Central Bank of Ireland and listed on the Irish Stock Exchange.

The Strategic LS Access (I) Fund Plc – Qualifying Investor Fund, authorised in March 2011. This fund is a PLC authorised by the Central Bank of Ireland and listed on the Irish Stock Exchange.

Life Insurance Settlement Speaking

‘Spring’ and ‘Fall’ LISA Conferences in 2010 in the United States of America.

Insurance Linked Securities Summit in May 2011 in London.

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