Independent wrap platform Ascentric is running half day RDR Workshops for firms that have already transitioned or are in the process of transitioning their business as part of RDR.
Aimed at advisers, managers and compliance staff involved with planning or implementing their business’s RDR strategy, the Workshops will take place on Tuesday, 17 July in Birmingham (Birmingham Botanical Gardens), Wednesday, 18 July in Bath (Ascentric’s offices in Trim Street) and Thursday, 19 July in London (London Stock Exchange).
Each Workshop will provide 3.5 hours of “Transitioning Your Business” CPD study and take participants on an interactive “journey” through a forty point RDR Checklist, leaving them with a clear set of actions to take back to their business.
Each of the four key Checklist elements will be run by an expert in that field: Sue Leech and Steve Gazzard from The Institute of Financial Planning will focus on Professionalism & Business Planning; an investment practitioner on Investment Process; Nick Bamford, Informed Choice on Service & Pricing; and Louise Wallis, Avelo on Business Process & People. Chris Baigent-Reed from Jigsaw Tree will host the Workshops on behalf of Ascentric. See notes to editors for details.
Mike Morrow, Ascentric’s Sales & Marketing Director said, “These Workshops are designed to give firms valuable additional counsel as they fast approach RDR implementation which is now only 6 months away. The programme has been carefully designed following ongoing RDR feedback from our users, and given the range of expertise available, we are confident every participant will come away armed with a set of actions, or at the very least feel reassured that their business is ready for regulatory change.”
This free event is open to Ascentric users and non-users. Firms interested in attending should email email@example.com with name, firm, contact details and selected location.
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