11th Jun 18 Private Wealth Management London
Private Wealth Management
Chairman
Edouard Bassil
Baringa Partners

City of London Club, 19 Old Broad Street, London EC2N 1DS (map)

2 for 2.15pm to 4pm, followed by drinks
Discussion Topics

• Monitoring & monitoring tools
• Annual compliance reports
• Suitability reports: advisory trading
• Requesting sample transaction reports from the FCA



 

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