Join us virtually on Tuesday 12 March at 10am for our first FIN. Live of 2024! It's the usual first quarter mixed bag, but we're focusing on developments of particular interest to the wealth management sector.

In this session, Michael LewisEmma RadmoreDuncan Scott and Lucy Hadrill will update you on:

  • Capital retention requirements for personal investment firms
  • FCA concerns on sale of client banks
  • Appointed representative requirements a year on and the financial promotions gateway
  • Financial crime prevention update.