14th Jan 19 Private Wealth Management London
Private Wealth Management
Penny Rooney
Killik & Co.

Guest Contributor
Chris Warren-Smith
Morgan Lewis

JLT’s Offices, The St Botolph Building, 138 Houndsditch, London EC3A 7AW (map)

2 for 2,15pm to 4pm, followed by drinks
Discussion Topics

• Brexit preparations
• MIFID costs & charges
-- annual disclosures
-- implicit costs
• SMCR preparations
• Referral schemes/inducements
• Sustainability
• FCA interaction