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The next generation of clients is 5 times more likely to seek financial advice through social media channels. Advisers and Wealth Managers have and will continue, to turn to social media to reach the clients of tomorrow. In turn, the FCA has taken a renewed interest. Firms have been put on notice that activities that pertain to conduct—including communications across social networks—are under greater scrutiny.

In this FREE 60 minute webinar our experts discuss the small regulatory changes that could easily ‘sneak up on you’ and the latest social media trends your firm must take advantage of to build a stronger presence for the future.

The main points of discussion will focus on:

  • Interpretations of the FCA statements and what it means for your firm and advisers with regards to Duty of Care and Consumer Duty
  • How Wealth Managers and Advisors can adjust their approach to social media in the face of new guidance, and how senior managers might consider their responsibilities under SM&CR
  • How firms can leverage new tools and technologies to confidently engage on social media while mitigating regulatory and reputational risk

 

By registering for this webinar, you give consent for Hearsay to contact you to discuss opportunities that may arise from the webinar subject matter. You may opt-out at any time by emailing learning@pimfa.co.uk

Iain Duke-Richardet
VP of Compliance Strategy
Hearsay Systems
Simon Harrington
Senior Policy Advisor
PIMFA
Jonathan Wilks
Head of Digital Marketing
Newton Investment Management
Graham Aikin
Founder & CEO
Graham Aikin Consulting
Claire Khan
Compliance Officer
Financial Promotions Quilter Financial Planning

Booking and Registration Information

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Tickets

Details

Date:
8th July 2021
Time:
12:00 - 13:00
Cost:
Free
Event Categories:
,

Organiser

PIMFA
Phone:
0207 448 7100
Contact Email

Venue

Zoom Webinar