TISA members receive 3 free places to this event with additional places charged at the member rate (£54 – inclusive of VAT)



TISAs AGM will be held 13:30 – 14:00 on 23rd October, immediately followed by the discussion forum which will provide updates on TISA activity and useful information on technical areas, as per the below agenda.

14.00 -14.10 TISA Summary – Carol Knight
Overview of key member activity in the last year and what we have coming up
Questions to consider – what are your key regulatory and policy challenges?

14.10 – 14.40 Vulnerable Customers Tool – Stephen Gay
An interactive summary and overview of the new vulnerable customers tool, aiding firms to track their position and progress in this key area

14.40 – 15.00 Guardianship of Missing Persons Act – Claire Cornell Johnson
Overview of the Act and the implications for financial services firms
Questions to consider – what are your key concerns?

15.00 – 15.15 Tea & Coffee Break

15.15 – 15.25 Help to Save – Dave Beaston
Overview of the scheme and success so far
Interaction – questions/want shall we do with the regular savers?

 15.25 – 15.30 Child Trust Funds Update – Nigel Banfield
Update on current position with CTFs, gone-aways etc
Questions to consider – what are your key concerns?

15.30 – 15.55 Maintaining ISA Simplicity – Nigel Banfield, John Thompson and Phil Warner
Overview and discussion on proposals to maintain ISA simplicity, including allowing multiple subscriptions to ISAs of the same type in the same tax year and other simple changes.

15.55 – 16.15 Key messages from the 5th Anti-Money Laundering Directive – Graham Bateman
Summary of the main changes that will impact our members
Questions to consider – what are your key concerns?

16.15 – 16.30 Summary of useful TISA Resources – Claire Cornell Johnson
A whistlestop tour of the useful resources published by TISA and where to find them on our site
Questions to consider– what would you like to see from TISA?



Please note the TISA AGM is held 13:30 – 14:00, immediately preceding discussion forum. If you will also be attending the AGM please confirm your attendance here.