DFM Conference 2015
Time and date:
11 March 2015
Location: ICC, Birmingham
Organiser: Defaqto
Website: Click here
The conference will help you understand the key issues now impacting the discretionary space and, ultimately, how to select solutions in a way that benefits the end client and meets regulatory and legal demands.
With a strong emphasis on the importance of in-depth research and robust due diligence, the conference will cover:
- “A review of the discretionary space” – an overview of the discretionary universe and the key issues currently affecting the sector
- “Navigating the DFM universe” – a focus on what to consider when researching different discretionary solutions
- “Due diligence: looking under the bonnet” – how to select suitable investment solutions with the client in mind
- “Keeping onside with regulation”
By attending the conference, delegates will have the opportunity to learn the following:
- What the key industry trends are and how they might affect your business
- What different types of DFM solution exist and how to research them
- How to build client outcomes into your due diligence and selection process
- Understanding the regulatory and legal view on outsourcing investment solutions
This conference is exclusive to authorised investment advisers only (or officers of a regulated advice business).
The conference is accredited by the Chartered Insurance Institute/Personal Finance Society for 3 hours 30 minutes of structured continuing professional development.
Demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
