You are here: cherry > Events for March 2015 > 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.