On December 6th we are hosting a morning seminar where Rory Percival and our other speakers will explore the current regulatory position on due diligence, the facts around regulatory statements to date and the relevance for the discretionary investment market, both for advisers and providers.
We will shine a light on some of the changing issues surrounding due diligence on discretionary manager selection. With the use of discretionary managers and Centralised Investment Propositions growing in popularity, our event is both timely and useful.
Expect to see a couple of technical presentations on discretionary due diligence and a panel debate. You’ll also get the chance to network, oh and a gift bag too (just in time for Christmas!).
» Rory Percival, Rory Percival Training and Consultancy
» Eric Armstrong, Synaptic Software
» Kevin O’Donnell, Editor Financial Planning Today – chair of panel debate
A light breakfast will be served prior to the event starting at 9 am. The event will finish by 11.30 am.
Our venue is the Aviva London, St Helen’s, 1 Undershaft London EC3P 3DQ.
Planners and Paraplanners can apply for tickets using this form or by emailing firstname.lastname@example.org. Please note that applying for tickets does not guarantee a place but all applications will be responded to.
(The hashtag for the event is #DISCUSdebates)
This event is proudly brought to you by DISCUS, in association with Financial Planning Today and Bankhall. It is open to authorised Financial Planners, Paraplanners, Wealth Managers and IFAs.