The first round of SimplyBiz Investment Forums, taking place in 21 locations across the UK, will begin in Cornwall on 4 February. The events feature presentations from Investec, Invesco, J.P. Morgan Asset Management, Zurich, Verbatim and Aberdeen Standard.
The CII and LIBF accredited events offer four hours of structured CPD and include a global market update, deep dives into the UK and US markets, an exploration of collective investments and strategic asset allocation modelling and an evaluation of the role of luck and skill in active fund management. In addition, there will be a regulatory update from a SimplyBiz compliance director, looking at the biggest compliance issues of the moment including SM&CR, the recent ‘Dear CEO’ letter and vulnerability.
SimplyBiz Group PLC (LON:SBIZ) provides compliance support and business consultancy services to financial services, legal and workplace benefits professionals in the United Kingdom.
