10th Jul 18 Private Wealth Management London
Private Wealth Management
Chairman
Louise Stanway
Ruffer

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

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

• Suitability
• PoA and discretionary accounts
• SMCR
• ICAAP
• GDPR: retention of public-source data
• Other issues

 

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