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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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DTSTART;TZID=Europe/London:20230907T110000
DTEND;TZID=Europe/London:20230907T120000
DTSTAMP:20260514T103417
CREATED:20230704T212251Z
LAST-MODIFIED:20251119T100029Z
UID:286027-1694084400-1694088000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: How PIMFA Firms Can Successfully Take The Worry\, Frustration And Stress Out Of Their CASS Audit Session 2
DESCRIPTION:Demands on CASS firms have never been greater. \nResearch shows that firms continue to fall foul of time-consuming and expensive CASS audits\, and even those firms with a mature understanding of the CASS rules aren’t immune to protracted discussions with their CASS Auditors. The problem often isn’t with knowing the CASS rules – many strategies are well understood – but with execution and application. \nIn this FREE 60-minute webinar former regulator and co-creator of The PIMFA CASS Academy Katharine Leaman dispels the myths that surround a successful CASS Audit and withstand scrutiny from regulators\, auditors and senior managers. \nKey webinar discussion topics include: \n• The 6 key areas the FCA expects of you to be on top of\n• Why CASS breaches can be a force for good\n• Why you don’t need more staff or resources to overcome your CASS challenges \n 
URL:https://www.pimfa.co.uk/event/pimfa-webinar-how-pimfa-firms-can-successfully-take-the-worry-frustration-and-stress-out-of-their-cass-audit-2/
CATEGORIES:Learning,Webinars
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230920T160000
DTEND;TZID=Europe/London:20230920T193000
DTSTAMP:20260514T103417
CREATED:20230913T094341Z
LAST-MODIFIED:20231002T074639Z
UID:295159-1695225600-1695238200@www.pimfa.co.uk
SUMMARY:Ready\, Steady Grow! Birmingham
DESCRIPTION:At KPMG\, One Snowhill Queensway\, Birmingham\, B4 6GH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts.\nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nRegistration from 4pm \nPlease register here \nSeminar Agenda (CPD qualifying)\n4.30               Welcome from the Chair\, Nick Hawkins\, KPMG\n4.35               Update on the early-stage market and recent commitments in the Midlands\, Tracy Sherratt\, British  Business Bank\n4.45               Investing in Innovation through the S/EIS\, Tom Whybrow\, KPMG\n4.55               S/EIS – company considerations\, Tom Wilde\, Shoosmiths\n5.05               Panel Discussion: Under the bonnet with the Fund and Wealth  Managers\,  Chair Tracy Sherrat\,  Charles Stanley\, Committed Capital\, Jenson\, Mercia\n5.25               Journey of a Start-up with Founder\n5.35               Closing remarks\, Christiana Stewart-Lockhart\, EISA\n5.40               Move to reception and networking \nHere’s an overview of this year’s entire series of Ready Steady Grow! events:\nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs \nWho should attend this event?\nEntrepreneurs looking to start a business\, or access funding to take your business to its next level\nWealth managers looking to gain knowledge and expertise in EIS and small company investing\nInvestors looking to invest in the ‘Next big thing’\nProfessional Advisors who want to help SMEs develop and grow.\nWill refreshments be provided?\nDrinks and canapés will be provided\n***\nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/. \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Jenson Funding Partners\, KPMG\, Mercia and Shoosmiths
URL:https://www.pimfa.co.uk/event/ready-steady-grow-birmingham-2/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Birmingham-Sponsors-2.png
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230921T090000
DTEND;TZID=Europe/London:20230921T170000
DTSTAMP:20260514T103417
CREATED:20230425T105534Z
LAST-MODIFIED:20251113T125348Z
UID:275710-1695286800-1695315600@www.pimfa.co.uk
SUMMARY:PIMFA Compliance Conference 2023
DESCRIPTION:We are proud to announce that the PIMFA Compliance Conference 2023 will be taking place on September 21st\, in London AND online.\nHear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice world.\nBringing together a high-level audience who can engage with the experts\, this conference will facilitate fruitful discussions with opportunity for questions and networking. \n  \nWho attends? \n• Compliance consultants\, Managers\, Heads of\, Group Compliance officers\n• Risk professionals\n• C-suite executives\n• Heads of Finance\n• MLRO\n• Investment Managers and Directors\n• Regulators\n• Government bodies\n• Policy advisers and professionals\n• And many others \n  \nWhen booking your ticket please be sure to choose the correct option – IN-PERSON or VIRTUAL. \nThe Compliance Conference will be live-streamed on the day of the event and if joining virtually you will have the opportunity to ask questions live to speakers and panellists. \nThose attending in person will have the opportunity to network with fellow industry colleagues\, speakers and sponsors. \nThe early-bird discount is available until June 30th– prices will increase thereafter. \nIf you have any questions or have any interest in speaking or sponsoring this event please contact michellao@pimfa.co.uk \n  \nVenue:\nHerbert Smith Freehills – Exchange House\, Primrose St\, London EC2A 2EG
URL:https://www.pimfa.co.uk/event/pimfa-compliance-conference-2023/
CATEGORIES:Conference,PIMFA Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/04/cristina-cerda-e5EioBQmH8c-unsplash-scaled.jpg
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230926T120000
DTEND;TZID=Europe/London:20230926T130000
DTSTAMP:20260514T103417
CREATED:20230710T202814Z
LAST-MODIFIED:20251119T102148Z
UID:292322-1695729600-1695733200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: SDR & Investment Labels: How can firms prepare for upcoming ESG regulation?
DESCRIPTION:With the FCA imminently publishing their final policy paper on sustainable investment product labelling\, we take a look at how this might impact the Wealth & Advice industry and how firms can manage an ever-growing ESG regulatory agenda. Please join our PIMFA-hosted panel discussion with insights from leading industry representatives\, as well as experts from Alpha FMC\, a leading management consultancy for the wealth & asset management industry
URL:https://www.pimfa.co.uk/event/pimfa-webinar-sdr-investment-labels-how-can-firms-prepare-for-upcoming-esg-regulation/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/pexels-sachin-c-nair-954929-scaled.jpg
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230927T173000
DTEND;TZID=Europe/London:20230927T203000
DTSTAMP:20260514T103417
CREATED:20230918T160119Z
LAST-MODIFIED:20231002T074638Z
UID:295577-1695835800-1695846600@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Cardiff - Wednesday 27th September
DESCRIPTION:At Tramshed Tech\, Unit D\, Pendyris St\, Cardiff\, CF11 6BH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers — all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 17.30\, followed by a breakout session and networking from 18.30 \nReady Steady Grow Cardiff – sign up here \nRegistration from 5pm. \nSeminar Agenda (CPD qualifying): \n5.30 Welcome from the Chair\, Cai Gwinnutt – Tramshed Tech \n5.35 Update on the early-stage market and recent commitments in the Wales\, Jess Phillips-Harris of British Business Bank \n5.45 Investing in Innovation through the S/EIS\, TBC \n5.55 S/EIS – company considerations\, Adam Lawrence – R W Blears \n6.05 Panel Discussion: Under the bonnet with the Fund Managers – Ed Prior – SFC Capital\, Darren Evans – Waterspring Ventures\, David Blake – Deepbridge Capital\, Harry Bell – Charles Stanley\, Chair: Cai Gwinnutt – Tramshed Tech \n6.25 Journey of a Start-up with Founder Rhiannon Rees of PlantSea \n6.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n6.40 Move to reception and networking \nHere’s an overview of this year’s entire series of remaining Ready Steady Grow! events: \nBirmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBBB\, Charles Stanley\, Fuel Ventures\, IFA Magazine\, RW Blears Waterspring and Tramshed Tech
URL:https://www.pimfa.co.uk/event/ready-steady-grow-cardiff-wednesday-27th-september/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Cardiff.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230928T160000
DTEND;TZID=Europe/London:20230928T193000
DTSTAMP:20260514T103417
CREATED:20230918T160056Z
LAST-MODIFIED:20231002T074638Z
UID:295579-1695916800-1695929400@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Bristol - Thursday 28th September
DESCRIPTION:At KPMG\, 66 Queen Square\, Bristol\, BS1 4BE we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Bristol – sign up here \nRegistration from 4pm. \nSeminar agenda (CPD qualifying) \n4.30               Welcome from the Chair\, [TBC] \n4.35               Update on the early-stage market and recent commitments in the South West – Edward Tellwright\, British Business Bank \n4.45               Investing in Innovation through the S/EIS\, – Matt Atwood\, KPMG \n4.55               EIS / SEIS for founders: how to access the tax benefits\, – Anthony Reeves\, Michelmores \n5.05               Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair [TBC] \nPanellists: Henry Bell – Charles Stanley\, Glen Stewart – Committed Capital\, Chris Wiles – Foresight\, Paul Mattick – Mercia\, [TBC] – Octopus \n5.25               Journey of a Start-up with Founder [TBC] \n5.35               Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40               Move to reception and networking \nHere’s an overview of this year’s entire series of remaining Ready Steady Grow! events: \nBirmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nTo book your place click here \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OURS SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Foresight Group\, KPMG\, Mercia\, Michel mores and Octopus Investments
URL:https://www.pimfa.co.uk/event/ready-steady-grow-bristol-thursday-28th-september/
CATEGORIES:Industry Events
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