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“ PIMFA's full members are FCA authorised firms that deal directly for the individual. They provide investment management and financial advice to help individuals and families plan for their financial life journeys. They consist of a range of firms from Investment Managers, Wealth Managers, Financial Advisers, Private Banks, MiFID based Financial Intermediaries, Financial Planners and Stockbrokers. ”
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“The Private Investor Indices are a set of calculations which indicate the returns that investors might expect from their portfolios. The skill in investment management is to design a unique portfolio which will meet an individual investor's needs, so it is unlikely that your portfolio growth will reflect the movement of the Indices exactly."
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Oct
08
PIMFA Women in Wealth Forum 2019
8th October @ 08:30
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13:30
BST
4 Cannon St
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Upcoming Events
WEBINAR: CASS in the New World of Personal Accountability: Are You Ready?
WEBINAR: SM&CR Conduct Rules: Best Practice Implementation
WEBINAR: Effective Complaint Management
Sibos 2019 London, UK – Meet Infosys Finacle at Sibos
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PIMFA Learning Library
New for Summer 2019, you can now access archive material from PIMFA Learning Events as they happen.
Sign up to a PIMFA account to watch previous webinars on demand and download training materials as and when you need them.
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