Admin and Consultant Meetings


2017/18

Admin Meetings

Month Description Video Presentation
April 2018 Chris talks about ESMA sections 1 & 5 Here Here
March 2018 Chris talks about ESMA sections 1 & 4 Here Here
February 2018 Chris talks about ESMA sections 1 & 3 Here Here
January 2018 Alan talks about ESMA sections 1 & 2 Here Here
December 2017 Scott talks about MIFID II Here Here
Alan & Tom talk about ESMA sections 1, 8-10 Here Here
November 2017 Alan & Tom talk about ESMA sections 1, 5-7 Here Here
October 2017 Alan & Tom talk about ESMA section 1-4 Here Here

 

Consultant Meetings

Month Description Video Presentation
April 2018 Matt and Ross give an update on the state of the markets and how our models have been Here Here
Lisa talks about the Client Instruction Form and a discussion starts on when it should be used Here No Presentation
Jools gives feedback about admin processes Here No Presentation
March 2018 John talks about Octopus Choice Here Here
Scott and Anne give feedback about MIFID II Here No Presentation
February 2018 Tom gives Thematic Feedback on ESMA Here Here
Matt talks about the models Here Here
Lisa talks about Factfinds Here No Presentation
January 2018 Scott goes over the answers of Decembers test Here No Presentation
Robert Talks about Cryptocurrencies Part 1 Here
Part 2
December 2017 Scott Talks about MIFID II Part 1 Here
Part 2
Tom Talks about ESMA Here Here
November 2017 Investec Presentation on Structured Deposits No Video Here
October 2017 KIN Presentation on Tax Efficient Investments Here Here
Richard on PFP and Matt on Models Here Here

 

Training Sessions

Training Description Video
UCP Phone System Admin Here
Consultants 1 Here
Consultants 2 Here
Reception Here
i4Me Here
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