In the ever changing investment world we will explore the key drivers for change and why now is a good time to review your existing centralised investment proposition to ensure you are fit and ready for the future and in a great position to deliver great investment outcomes for your clients. We will explore the following:

The rapidly changing regulatory environment and how this is driving change
Is it outsourcing, insourcing or centralising?
CIP/CRP, segmentation or is it just good business practice?
COVID and the every changing world – Is this acting as a catalyst for change?
Good practice, Good process and Good governance leads to great client outcomes
An introduction simple toolkit to help you navigate through the regulatory challenges and ensure your business is well positioned to support your clients now and in the future

Programme