Admin and Consultant Meetings


2017/18

Admin Meetings

Month Description Video Presentation
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
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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