Events and Training

TISA CASS Spring Forum 2022

Thursday 19th May 2022, London

£399 per person (£249 for members)

Join us to hear from and engage with CASS specialists regarding key issues concerning client money and assets, including the latest market trends and CASS challenges.

TISA ESG Investing Forum 2022

Thursday 26th May 2022, London

£399 per person (£249 for members)

The Government is keen to position the UK as a world leader in Green Finance, aiming to turn it into the first net-zero financial centre. On 6 April 2022, the UK became the first G20 country to make the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) mandatory....

Costs & Charges Virtual Briefing

Tuesday 21st June 2022, Zoom

£399 per person (£249 for members)

Achieving clarity in Costs & Charges disclosure remains a complicated process. Firms are required to interpret the rules consistently for regulatory compliance. This virtual briefing session will provide insight into good practice and practical issues that firms face when implementing both ex ante and ex post costs & charges reporting....

Product Governance Virtual Briefing

Thursday 23rd June 2022, Zoom

£399 per person (£249 for members)

Product governance remains a key focus for the Regulator, which through its reviews continues to scrutinise industry standards to ensure that financial services firms meet the regulatory requirements, principles and expectations for delivering good customer outcomes. At our next product governance virtual briefing we will explore the measures firms need...

European ESG Template Virtual Briefing

Tuesday 28th June 2022, Zoom

£399 per person (£249 for members)

The European ESG Template, developed by the Financial Data Exchange (FinDatEx), affects various sectors of the financial services industry, including insurers, distributors, fund managers and financial advisers. At this virtual briefing event, we will discuss the template’s purpose and provide insight into its main characteristics and how to complete it.

MiFIR Transaction Reporting Briefing

Wednesday 29th June 2022, London

£399 per person (£249 for members)

This MiFIR Transaction Reporting briefing event is aimed at those with a fundamental understanding of transaction reporting. It will cover field by field analysis and delve into more complicated concepts associated with transaction reporting. The 3-hour session provides a greater insight into the complexities of transaction reporting and is suitable for...

TISA Big Picture Conference

Thursday 30th June 2022, London

£480 per person (£0 for members)

The conference will bring together leading voices from business, politics and regulation and delve into megatrends that will shape the financial services industry in the years to come: the role of the financial sector in building a more sustainable future, the power of digital transformation in the post-Covid world and...