IA Transfers Week 2021 | The Investment Association | 6 September 2021 | Online Event
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Mon Sep 6 UTC - Fri Sep 10 UTC (over 3 years ago)
In your timezone (EST): Mon Sep 6 6:00am - Fri Sep 10 6:15am |
| Location | Online Event |
| Region | All |
Details
Six months on from the implementation of the FCA’s Making Transfers Simpler regulations it is time to assess whether consumer outcomes have materially improved and to discuss any remaining barriers to the quicker transfer of retail investor’s accounts between, and to, platforms.
Investment firms have a crucial role to play in achieving the regulator's overall objectives and providing an improved service to investors, working with platforms, their transfer agents and others.
Through a series of short videos with key participants, IA Transfers Week will provide an overview of current industry discussions, challenges and solutions, to enable members to conduct a self-assessment of their own progress.