Dormant Assets: Reunifying Investors with Their Accounts and Doing Social Good 2022 | The Investment Association | 19 April 2022 | Virtual

Reunifying retail consumers with their lost accounts can sometimes be challenging. The IA's updated tracing principles and new Unclaimed Assets Portal powered by Gretel aim to help with this. Where these cannot work in all cases, the Dormant Assets Scheme provides a new option for firms in making the money available to charities to help people in need across the UK. Join this webinar to hear:

An introduction to the Dormant Assets Scheme and the ways in which our sector can help society;
• The role of Reclaim Fund Limited and how firms can engage in the Scheme;
• The launch of the IA's Unclaimed Assets Portal powered by Gretel; and
• The IA's revised tracing principles to reunite customers with their lost accounts.

2022 Speakers

John Allan
Senior Operations Specialist, The Investment Association

Steve Doyle
Head of UK Transfer Agency and Client Service Oversight for UK Funds and Chair of IA Dormant Assets Technical Group

Sacha Romanovitch OBE
CEO, Fair4All Finance

Tom Simmonds
COO, Gretel

Jasveer Singh
General Counsel, Jupiter Asset Management Limited

Adrian Smith OBE
Chief Executive, Reclaim Fund Ltd

Duncan Stevens
CEO, Gretel

2022 Sponsors

• Global Investment Futures
• Cyber Essentials
• Carbon Neutral
• Living Wage Foundation
• Pensions Lifetime Savings Association
• HM Treasury