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Breakfast Briefing: Suitability and the Future of Advice

21/02/17

AdviceBBTeaser2Book your place at our next Breakfast Briefing, on Tuesday 28th March, where we’ll be exploring the perennial issue of advice suitability and how you can embed the right culture and processes. We look at how you can ensure that the underlying issues affecting suitability, including inadequate KYC, flawed attitude to risk (ATR) assessments and lack of governance are addressed.

We will also delve into what these issues mean for the future of the advice industry and how it will develop in light of new, emerging technologies and the potential opportunities that may arise from FAMR.

 

Breakfast Briefing: Suitability and the Future of Advice

Date: Tuesday 28th March

Time: 8:30am – 10:30am

Location: Office Space in Town, 46 New Broad Street, London, EC2M 1JH

Breakfast and beverages included

 

Registration Closed – this event is now fully booked. 

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