11th Nov 19 Private Wealth Management London
Private Wealth Management
Chairman
Louise Stanway
Ruffer LLP

JLT’s Offices, 8th Floor, The St Botolph Building, 138 Houndsditch, London EC3A 7AW (map)

3 for 3.15pm to 5pm, followed by drinks
Discussion Topics

• MiFID II costs & charges
-- implicit costs: funds - swing pricing
-- other points
• SMCR
-- SoRs: best practice comparisons
-- fitness propriety certificates - training & assessments: NEDs, CPs
-- other SMCR points
• ESG/SRI
• Classification of corporate trustees
• FCA interaction
-- duty of care
-- other FCA points
• Other points


 

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