Wednesday 11 February 2015 at the Rosebowl, Southampton
The Thesis conference, which focuses on investment risk and suitability, has attracted more than 100 attendees, following strong demand from advisers.
The event will features presentations from a number of industry experts, including Rory Percival from the FCA, Keith Richards from the Personal Finance Society and Frank Potaczek of Defaqto.
Keynote speakers will discuss centralised investment propositions, risk profiling, client suitability and improving adviser due diligence. Delegates will also benefit from breakout sessions covering risk mapping, platforms, getting the most from SIPPs, and the practical issues surrounding legacy and new business.
Lawrence Cook, director of marketing and business development at Thesis said:
“We are very pleased to offer a stellar line-up of industry experts at our conference. The interest we have seen so far further underlines how important investment risk and suitability is for advisers. We are confident the conference will address these concerns and provide advisers with practical strategies for improving their business. Thesis focuses on risk and investment management, but we also offer wider support to the adviser community. Recently we held a number of seminars on topics such as tax effective giving and FATCA in support of our aim to assist advisers as much as possible in delivering investment solutions to their clients.”
Places are free, but limited in number. For more information, please visit the Thesis website http://www.thesis-plc.com/investment-professional/about-us/thesis-conference-february-2015/