London | 9 October
Leeds | 10 October
Birmingham | 11 October
Your masterclass host
Mark Polson, The Lang Cat
As the platform market continues to mature and evolve, so do the due diligence requirements placed on you and your firm. Regulatory changes this year have seen the implementation of GDPR and MiFID II, both resulting in considerable changes to the way you operate your business, and the FCA's platform market study will also impact you as the regulator focuses on removing the status quo bias.
To help you through the due diligence process, Nucleus is facilitating a comprehensive and interactive workshop. The workshop will be led by Mark Polson of Lang Cat who will share his thoughts on what adviser 'best practice' looks like in terms of how you carry out your platform due diligence processes.
These sessions will allow you to discuss and further understand your options when it comes to due diligence and it will provide you with the perfect opportunity to share best practice with like-minded advisers.
A bit about Mark…
Mark started The Lang Cat from a cupboard in 2010 with only a computer, a phone and a seething hatred of corporate life for company. Expert on all things platforms, pension and investment-related. Prolific writer and international speaker, even when people ask him not to be. Knows more about Finnish black metal than you, and not afraid to show it.
With each masterclass you get
Value for time
No product push
A top class speaker
Each masterclass session lets you collect up to three hours of CPD as well as a very tasty lunch.
When and where…
9 October 2018
Etc.venues Fenchurch Street, 8 Fenchurch Place,
London, EC3M 4PB
10 October 2018
Malmaison Leeds, 1 Swinegate
Leeds, LS1 4AG
11 October 2018
Malmaison, Mailbox, 1 Wharfside Street
Birmingham, B1 1RD
Registration begins at 9am and the masterclass starts at 9.30am.
Lunch will be served at 12.30pm and the event ends at 1.30pm.