Events

Is it possible to win new business, comply with MiFID
AND reduce operational costs?

Investmaster is pleased to announce a nationwide series of  InVantage  Briefing Sessions for participants in the wealth management sector.

We believe that it is possible to use technology to meet your specific MiFID needs without increasing your workload and associated costs. At the Briefings we will show you how to streamline routine compliance and client administration tasks, freeing your time to focus on what you do best: winning new business through delivering truly superior levels of service.

The Briefing Sessions will:

  • Establish the key impacts of MiFID in real-life business scenarios and the likely administrative burdens that follow
  • Show how key activities can be automated to achieve compliance AND enhance your client service capability

London Briefings will also feature guest speaker Guy Sears, Deputy Chief Executive at APCIMS, who will give an update on the coming Conduct of Business Rulebook changes, with a particular focus on the practical steps firms need to be taking now to achieve compliance.

AND – Your chance to win an Aston Martin Vantage for a day!

To celebrate the launch of Investmaster’s InVantage
suite, all attendees at each Briefing Session will be entered into a draw, on the day, to win the use of an Aston Martin Vantage performance car for a day – a fantastic driving experience, to be enjoyed at a time to suit you.

All Briefings will be followed by drinks and canapés and the competition draw.

Briefings will be held in the following locations.

 

London Tuesday 27 February 2007
Consultant's Briefing: 8.30 – 10.00am
General Briefing: 4.00 – 5.30pm
Edinburgh Thursday 1 March 2007, 4.30 – 5.30pm
Leeds Monday 5 March 2007, 4.30 – 5.30pm
Manchester Tuesday 6 March 2007, 4.30 – 5.30pm
Liverpool Monday 12 March 2007, 4.30 – 5.30pm
Birmingham Tuesday 13 March 2007, 4.30 – 5.30pm

 

Contact us  now to reserve your place, stating your preferred location, and we will send you full location details and an agenda.

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