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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
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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
What Does Regulated “Good Conduct” Look Like Under SM&CR?
CLIENTS’ VIEW 2019: PLANNING FOR THE FUTURE
What Does Good Training & Competence Practice Look Like in Your Firm Under SM&CR and MiFID II?
Let’s Talk About Product Governance and PROD Rulebook
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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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PIMFA
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Networking
PIMFA Events
London
PIMFA Women in Wealth Forum 2019
Our final PIMFA ‘Women in Wealth’ event for 2019 brings together colleagues from across the industry for peer-to-peer debate, networking…
8th October 2019 08:30
FIND OUT MORE
Conference
PIMFA Events
London
PIMFA Annual Summit 2019
The PIMFA Annual Summit 2019 will be taking place in London on Wednesday 16th October. Our flagship conference provides delegates with the opportunity to investigate…
16th October 2019 08:00
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+ Export Events
PIMFA Events
London
PIMFA Women in Wealth Forum 2019
Our final PIMFA ‘Women in Wealth’ event for 2019 brings together colleagues from across the industry for peer-to-peer debate, networking…
8th October 2019 08:30
FIND OUT MORE
PIMFA Events
WEBINAR: Effective Complaint Management
The FCA has always had a keen eye on how firms handle complaints from clients, but we know from 2019/20…
18th September 2019 11:00
FIND OUT MORE
PIMFA Events
WEBINAR: SM&CR Conduct Rules: Best Practice Implementation
The FCA announced (5th August) that it will be increasing its supervisory focus on how firms are embedding the conduct…
17th September 2019 10:00
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