Online Event

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Event Date Mon Sep 6 UTC - Fri Sep 10 UTC (10 months ago)
In your timezone (EDT): Mon Sep 6 6:00am - Fri Sep 10 6:15am
Location Online Event
Region All

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.