Defaqto Funds Roadshow: Making risk return
Time and date:
02 June 2015
Location: Botley Park Hotel and Golf Country Club, Southampton
Organiser: Defaqto
Website: Click here
The FCA has become increasingly focused on the suitability of investment advice, both in terms of effective client risk profiling and solution due diligence to meet a client’s mandate.
Understanding risk propensity, requirement, and capacity, and matching likely outcomes that are needed and achievable for clients is therefore critical.
However, with a wide range of potential risks inherent within investments, how do you measure, manage or mitigate those risks for your client?
This series of CPD-accredited events - which will take place at five locations around the country - will look to lift the bonnet on the various risks that could affect clients and their money, and what sensible steps can be taken to help them achieve their goals.
Join us to hear from leading industry speakers and take the opportunity to ask your questions and engage in the debate.
Demonstrates the quality of an event and that it meets CII member CPD scheme requirements. Each event is accredited by the Chartered Insurance Institute/Personal Finance Society for 3.5 hours of structured continuing professional development.
Please note that these events are exclusive to authorised investment advisers only (or officers of a regulated advice business).
