EVENTS & LEARNING

Meeting Your Clients Esg Needs Under Consumer Duty

27 April | 09:30 - 12:30

Pimfa Financial Crime Conference London

18 May | 10:00 - 18:00

Principles and practices your adviser population need to know and adopt.

This CPD Accredited and CISI Endorsed course takes you step by step through a framework your firm can adopt to improve your approach to client suitability, the critical component in your firm’s ability to meet the Duty’s two outcomes on customer support and consumer understanding.

For more information and to register, please click here

The PIMFA Financial Crime 2023 gives attendees access to industry leading debates from professionals across the regulatory, law enforcement, innovators and providers in the Financial Crime space.

For more information and to register, please click here

Partner Events

UNBLU Hosted Webinar: Conversational Engagement - Can Secure & Compliant Messaging Seriously Impact Revenue?

Convenient messaging can improve the service experience enough to drive topline growth for wealth managers, banks, and advisors, but it does come with challenges. Not only do regulatory bodies require all communications to be recorded, but the issue of data security is front and centre of clients’ minds.