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In wealth and advice, most deals don’t fail at completion. They fail months later. …
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Free
Date & Time: 30th Apr 2026 (8:30 - 12:45)
CPD: 3
Location: Grant Thornton UK LLP
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
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£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: TBC
Location: London Excel
In this FREE 60-minute webinar, Richard Preece will speak to Chris Holme and Sarah Riceman from Clyde & Co. They have been managing DSARs (including in relation to large disputes), and complaints, between them for 20 years – and have a huge body of experience around how to manage DSARs, the legal requirements, and the ICO’s expectations. …
Free
Date & Time: 12th Dec 2023 (11:00 - 12:00)
Location: In Person
Get fully up to date on the FCA’s final rules and guidance for SDR and investment labels, and understand what they mean for your firm’s compliance and reporting obligations. …
Free
Date & Time: 14th Dec 2023 (11:00 - 12:00)
Location: In Person
Examine the growing link between climate change and financial crime, and discover strategies to break this vicious cycle while safeguarding your firm’s resilience. …
Free
Date & Time: 25th Jan 2024 (11:00 - 12:00)
Location: In Person
Gain essential insights into the financial crime landscape for 2024, emerging risks, and practical steps to protect your firm and clients. …
Free
Date & Time: 15th Feb 2024 (10:00 - 11:00)
Location: In Person
Discover practical strategies for simplifying your next CASS audit, reducing stress, and ensuring compliance with confidence. …
Free
Date & Time: 07th May 2024 (10:00 - 11:00)
Location: In Person
This webinar will explore practical strategies to maintain a proactive culture, strengthen governance, and embed accountability across your firm. …
Free
Date & Time: 24th Jun 2024 (11:00 - 12:00)
Location: In Person