Upcoming Events

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Industry Events
How Indexing Powers Climate and ESG Strategies
A complimentary webinar for financial advisors Earth Day 2021 can be a catalyst to put your ESG values into action.…
22nd April 2021 19:00FIND OUT MORE
Industry Events
Tidying up the Tax Year end and beyond- EISA webinars starting Monday 26th April
Following on from our highly successful round table discussions in January this year we are delighted to announce that EISA…
26th April 2021 10:00FIND OUT MORE
PIMFA Webinar: Professional Indemnity Insurance – the full story 2021
This 60 minute webinar will focus on the subject of Professional Indemnity Insurance for Wealth Managers from three perspectives: The…
27th April 2021 11:00FIND OUT MORE
PIMFA Webinar: What type of ESG Investor is your client?
The research is clear the Covid pandemic has made people think more about investing sustainably. But how do advisors and…
5th May 2021 11:00FIND OUT MORE
PIMFA Events
PIMFA Event – Interactive Roundtable Series: Hybrid Adviser Model – What does a successful hybrid model look like? 2021
This event will explore some of the key considerations and challenges faced by Wealth Managers and Private Banks when adopting…
11th May 2021 10:00FIND OUT MORE
LearningLive LearningTraining Courses
PIMFA Live Online Learning: Transaction Reporting – How your firm can avoid errors, data issues and fines
Market Watch 65, published in September 2020 is the FCA’s third reminder to firms since April 2019 that they must…
13th May 2021 09:30FIND OUT MORE
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