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

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
• SMCR preparation
• Referral schemes/Inducements
• MIFID
-- annual costs & charges
-- costs & charges, implicit costs
-- disclosure of post-hoc costs
• Sustainability
• Money laundering and legitimate clients
• FCA interaction
• Other issues

 

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