London Marriott Hotel,
Canary Wharf,
London
E14 4ED
Model Portfolios are becoming increasingly popular in the advised and non advised sector. They have recently come under the spotlight of the regulator in both The Asset Management Market Study and the more recent Platform Market Study. What are the issues across the value chain? How might regulation impact on construction, fees, transparency and risk profiling?
Attend this event to hear from the FCA and key industry experts.
Nick Miller, Head of Investment Management Supervision, FCA
Dr Christopher Sier, Chair, FCA, IDWG and Visiting Professor, University of Leeds
Richard Romer-Lee, Managing Director, Square Mile Investment Consulting
and Research
Justin Onuekwusi, Multi Asset Fund Manager, Legal and General Investment Management
and senior representatives from:
VANGUARD, NETWEALTH, ETFMATIC, THE LANG CAT, OLD MUTUAL WEALTH and IG SMART PORTFOLIOS
For full details please request the brochure.
The conference is being held at the London Marriott, Canary Wharf, London E14 4ED. Tel 020 7093 1000. This London Marriott is a five star hotel in the heart of the financial district of Canary Wharf, overlooking the water. It is of modern, spacious design with a purpose built function room. It is conveniently located near Canary Wharf and West India Quay stations on the DLR. Please click here for a map and directions.
What is Included
The Standard Delegate Ticket at £650 + VAT total £780 includes speaker documentation, printed copies of visuals, refreshments on arrival, mid-morning and mid-afternoon, pre-lunch drinks, lunch with wine and the post conference pack.
The Multiple Delegate Ticket at £545 per person covers exactly the same as the standard ticket but at a reduced rate where three or more delegates from the same company are registered at the same time.
The Special Rate Ticket is applicable to small IFA firms, at the discretion of the organisers. Please call 020 75826516 for details.
Lunch is included with all registrations and is an important part of the day’s networking. If you have special requirements (vegetarian, dairy free, no shell fish etc) we can cater for you if we know in advance. Please use the message facility or call us on 020 7582 6516.
What is Not Included
Travel to and from the venue and overnight accommodation if required is the responsibility of individual delegates and not included in the registration fee. If it is required it must be separately booked. Because prices charged by London hotels change almost daily we are unable to quote firm room rates. Apart from the anticipated occupancy levels on any specific date, rates vary according to when the booking is made. We are, however, able to make suggestions of nearby hotels worth considering. We shall be happy to assist with any queries if you call 020 7582 6516.
Terms and Conditions. The full fee becomes payable on registration and should be paid prior to the event. Terms of business are in accordance with the Late Payment of Commercial Debts (Interest) Act.
Payment Methods. The preferred method of payment is bank to bank transfer or debit card. We regret that because of bank charges we are no longer accepting credit cards.
Cancellations, in writing only, received and acknowledged 14 clear days prior to an event are subject to a 10% cancellation fee. Registrations or cancellations made within the 14 day period prior to an event are payable in full in all circumstances.
Substitutions. There is no extra charge for substitutions as long as we are notified before the conference starts and any replacement is from the same company. Substitutions for part of the conference only are not possible.
No Sharing or Splitting. Each registration applies to one named person only. Registrations cannot be shared or split between different people even if they are present for different parts of the day.
Non-Appearance on the day is chargeable, whether or not the invoice has been paid.
Programme Changes. Every effort is made to keep to the published programme but occasionally speaker, venue or timetable changes are unavoidable. The right to change arrangements without liability is reserved and no liability is accepted for consequential loss.
If you wish to promote your brand, product or service at the event we have a range of competitively priced packages available. Please click here for more details.
If you are unable to attend the conference but would like to know what was discussed, you can pre-order the event soundtrack and visuals from our Information Centre
Model Portfolios are becoming increasingly popular in the advised and non advised sector. They have recently come under the spotlight of the regulator in both The Asset Management Market Study and the more recent Platform Market Study. What are the issues across the value chain? How might regulation impact on construction, fees, transparency and risk profiling?
Attend this event to hear from the FCA and key industry experts.
Nick Miller, Head of Investment Management Supervision, FCA
Dr Christopher Sier, Chair, FCA, IDWG and Visiting Professor, University of Leeds
Richard Romer-Lee, Managing Director, Square Mile Investment Consulting
and Research
Justin Onuekwusi, Multi Asset Fund Manager, Legal and General Investment Management
and senior representatives from:
VANGUARD, NETWEALTH, ETFMATIC, THE LANG CAT, OLD MUTUAL WEALTH and IG SMART PORTFOLIOS
For full details please request the brochure.
The conference is being held at the London Marriott, Canary Wharf, London E14 4ED. Tel 020 7093 1000. This London Marriott is a five star hotel in the heart of the financial district of Canary Wharf, overlooking the water. It is of modern, spacious design with a purpose built function room. It is conveniently located near Canary Wharf and West India Quay stations on the DLR. Please click here for a map and directions.
What is Included
The Standard Delegate Ticket at £650 + VAT total £780 includes speaker documentation, printed copies of visuals, refreshments on arrival, mid-morning and mid-afternoon, pre-lunch drinks, lunch with wine and the post conference pack.
The Multiple Delegate Ticket at £545 per person covers exactly the same as the standard ticket but at a reduced rate where three or more delegates from the same company are registered at the same time.
The Special Rate Ticket is applicable to small IFA firms, at the discretion of the organisers. Please call 020 75826516 for details.
Lunch is included with all registrations and is an important part of the day’s networking. If you have special requirements (vegetarian, dairy free, no shell fish etc) we can cater for you if we know in advance. Please use the message facility or call us on 020 7582 6516.
What is Not Included
Travel to and from the venue and overnight accommodation if required is the responsibility of individual delegates and not included in the registration fee. If it is required it must be separately booked. Because prices charged by London hotels change almost daily we are unable to quote firm room rates. Apart from the anticipated occupancy levels on any specific date, rates vary according to when the booking is made. We are, however, able to make suggestions of nearby hotels worth considering. We shall be happy to assist with any queries if you call 020 7582 6516.
Terms and Conditions. The full fee becomes payable on registration and should be paid prior to the event. Terms of business are in accordance with the Late Payment of Commercial Debts (Interest) Act.
Payment Methods. The preferred method of payment is bank to bank transfer or debit card. We regret that because of bank charges we are no longer accepting credit cards.
Cancellations, in writing only, received and acknowledged 14 clear days prior to an event are subject to a 10% cancellation fee. Registrations or cancellations made within the 14 day period prior to an event are payable in full in all circumstances.
Substitutions. There is no extra charge for substitutions as long as we are notified before the conference starts and any replacement is from the same company. Substitutions for part of the conference only are not possible.
No Sharing or Splitting. Each registration applies to one named person only. Registrations cannot be shared or split between different people even if they are present for different parts of the day.
Non-Appearance on the day is chargeable, whether or not the invoice has been paid.
Programme Changes. Every effort is made to keep to the published programme but occasionally speaker, venue or timetable changes are unavoidable. The right to change arrangements without liability is reserved and no liability is accepted for consequential loss.
If you wish to promote your brand, product or service at the event we have a range of competitively priced packages available. Please click here for more details.
If you are unable to attend the conference but would like to know what was discussed, you can pre-order the event soundtrack and visuals from our Information Centre