Events and Training

Introduction to ISAs

Tuesday 26th November 2019, London

£300 per person (£150 for members)

Additional Permitted Subscriptions - deceased ISA holders

Thursday 28th November 2019, London

£400 per person (£200 for members)

ISA Repairs & Voids Workshop

Thursday 5th December 2019, London

£400 per person (£200 for members)

Flexible ISAs

Thursday 16th January 2020, London

£300 per person (£150 for members)

Client Money Refresh – Recap and Update on CASS Requirements

Thursday 23rd January 2020, London

£400 per person (£300 for members)

This course will cover the ongoing training requirements for those engaged in CASS related roles, whether as CASS specialists, operational practitioners or in Compliance or Internal Audit. Participants will receive a refresher of the Client Money requirements within CASS 7, including a recap of the key requirements and updates, based...

ISA Key Facts

Thursday 23rd January 2020, London

£500 per person (£250 for members)

Client Money & Custody Asset Refresh – Recap and Update on CASS Requirements

Thursday 13th February 2020, London

£400 per person (£300 for members)

Client Money Refresh – Recap and Update on CASS Requirements

Thursday 12th March 2020, London

£400 per person (£300 for members)

This course will cover the ongoing training requirements for those engaged in CASS related roles, whether as CASS specialists, operational practitioners or in Compliance or Internal Audit. Participants will receive a refresher of the Client Money requirements within CASS 7, including a recap of the key requirements and updates, based...

Client Money & Custody Asset Refresh – Recap and Update on CASS Requirements

Thursday 2nd April 2020, London

£400 per person (£300 for members)