Loading Events
Event Details

Overview

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

Speakers

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 Aiken
Founder & CEO
Graham Aikin Consulting

Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.

Tickets

Unlimited available
PLLT: PIMFA Webinar: The Social Media Dilemma: How to Grow your Business and Still Stay FCA Compliant (NM)Free

Please fill in all required fields

Unlimited available
PLLT: PIMFA Webinar: The Social Media Dilemma: How to Grow your Business and Still Stay FCA Compliant (FAM)Free

Please fill in all required fields

Details

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

Organiser

PIMFA
Phone:
0207 448 7100
Email:
events@pimfa.co.uk

Venue

Zoom Webinar