7th UK Practitioners Forum on Client Assets Protection

Course summary
Length: 3 days
Price: 2,196 GBP excl. VAT
Location: London
Provider: Infoline plus
Course type: Open / Scheduled

Course Description


7th UK Practitioners Forum on Client Assets Protection - Forum and Workshops

This forum is an outstanding opportunity for attendees to benchmark their processes against best practice in the industry. The experience will include comprehensive coverage of compliance in regards to outsourcing, the new assurance standard and auditor insights into key issues. This is the premier event for anyone who works with client assets.

This year, participants can book conference and workshop days separately so they can attend only those events that are relevant to them and their work.

Too late to attend the conference this year? Request information about next year's conference from Infoline.

Suitability - Who should attend?

This forum is for anyone who works with client assets

Outcome / Qualification etc.

Attendees will benchmark their processes against best practices in the industry

Training Course Content

Panel Session: Ensuring Compliance in Outsourcing Arrangements

  • Mr. Martin Digweed - Head of Compliance Advisory, Royal London Asset Management
  • Mr. Graham Willcox - CF10a, Coutts
  • Mr. Austin Copp - Global Head of Client Money and Assets Compliance, HSBC
  • Ms. Nisha Madvhani - Managing Director, Rosediem
  • Ms. Karen Bond - Director, Walbrook Partners

Client Assets Think Tank: Embedding a Culture of CASS

  • Mr. Robert Forbes - Director CASS, CF10a, RBC Investor & Treasury Services
  • Mr. Mike Birkett - Finance Director & CF10a, Share
  • Ms. Nisha Madvhani - Managing Director, Rosediem

Understanding the Impact of SMR on the role of the CF10a

  • Ms. Penny Miller - Partner, Simmons & Simmons

CASS Assurance Standards – What does it require in practice?

  • Mr. Mark Babington - Deputy Director, Audit Policy, Financial Reporting Council

Panel Session: The Auditor Perspective

  • Mr. Richard Andrews - Partner, KPMG
  • Mr. Mduduzi Mswabuki - Partner, EY
  • Mr. Michael Newman - Partner, PwC
  • Mr. Stuart McLaren - Partner, Deloitte

Good Governance – A Key Aspect to CASS Compliance

  • Ms. Gillian Boston - Associate Director, Business Consulting, AutoRek

Dormant Assets – An Update from the Independent Dormant Assets Commission

  • Rachel Hanger - Commissioner, Independent Dormant Assets Commission

MiFiD II Update – Impact on Client Assets

  • Mr. Hanish Arora - Director, KPMG


The cost of the conference, pre-conference workshop and post conference morning and afternoon workshops is £2,196.00 +VAT

Claim a 10% discount with VIP code FKM63485FCL

Each of these events can be booked separately and price will vary accordingly. Contact Infoline for detailed information

Provider: Infoline

Infoline - Informa

Infoline – An Informa Company

Since being founded in 1993, Infoline has been developing conferences, workshops and in-house training for companies on topics related to the European financial services community. Infoline has become a market leader in providing training, events and information about risk management,...

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30-32 Mortimer Street
W1W 7RE London

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