Our morning event 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.
Rory Percival and our other speakers 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.
Join us in central London for technical presentations on discretionary due diligence and a panel debate. You’ll also get the chance to network, oh and a goodie bag too.
. Rory Percival, Rory Percival Training and Consultancy
. Eric Armstrong, Synaptic Software
. Kevin O’Donnell, Editor Financial Planning Today (chair of expert panel debate)
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.
There is limited space to attend and registration is now open. A light breakfast will be served prior to the event starting at 9 am. The event will finish by 11.30 am.
Planners and Paraplanners can apply for tickets using this registration form. 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)
BROUGHT TO YOU BY DISCUS.ORG.UK IN ASSOCIATION WITH
When & Where
DISCUS deliver quality insight, discussion and information on the outsourced investment market, particularly discretionary services. Our aim is to help you select the right discretionary managers to support the delivery of your centralised investment proposition.