South Coast Branch Annual Full Day Conference 2019 | Chartered Institute for Securities & Investment (CISI) | 3 July 2019 | AFC Bournemouth, Vitality Stadium, Dean Court, Bournemouth BH7 7AF, UK
Venue
AFC Bournemouth, Vitality Stadium, Dean Court
AFC Bournemouth, Vitality Stadium, Dean Court, Bournemouth BH7 7AF, UK
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| Event Date |
Wed Jul 3 BST (over 5 years ago)
In your timezone (EST): Wed Jul 3 3:45am - Wed Jul 3 10:30am |
| Location |
AFC Bournemouth, Vitality Stadium, Dean Court
Bournemouth BH7 7AF, UK |
| Region | EMEA |
Details
Learning objective
1) Business Property Relief:
1. Recognise the key solutions that may be used by clients to help plan for inheritance tax
2. Articulate how Business Property Relief (BPR) can interact with trusts and gifting
3. Identify client scenarios in which BPR-qualifying investments may be used
2) I will increase my knowledge of socially responsible investing.
3) Investment topic TBC
4) Speak Up:
1. Feel able to Speak Up with confidence
2. understand when Speaking Up is appropriate
3. Be able to identify the best way to raise concerns within a firm/to a regulator
4. Know what protection for whistle-blowers is available under UK legislation
5) Brexit Panel Discussion - learning objectives TBC
Speakers
2019 Speakers
Sabrina Corrigan
Octopus Investment Management
Belinda Gan
Associate Product Manager, Global Sustainability
Mark Jackson, Investment Specialist, Global Multi-Asset Team, JP Morgan
Rebecca Aston, CISI
Azad Zangana
Senior European Economist & Strategist
Jim Winter
Head of Business Development, CISI