7th March 2013

Money Marketing: Are you confident your business is compliant?

Money Marketing is hosting a series of exclusive morning seminars designed to give practical advice to financial advisers on how to ensure they are compliant with the new regulatory environment post-RDR. Expert speakers will also focus on the key issues facing advisers including charging, outsourcing and the impact of providers on adviser business models.

Money Marketing's Business Model Update is a must-attend event for advisers who are serious about their strategy and success in the new regulatory landscape.

To secure your FREE place please register here.

When and where?

• Tuesday 12th March - Leigh Court Business Centre - BRISTOL
• Thursday 14th March - De Vere Village Ashton - MANCHESTER
• Tuesday 19th March - Crowne Plaza NEC - BIRMINGHAM
• Thursday 21st March - One Great George Street - LONDON

Is your adviser charging process compliant?

The Regulator expects to see consistent and compliant processes through a clear audit trail and the collection of specific data. The first RMAR report after 1 July 2013 will require completion of "Section K" on Adviser Charges for the PREVIOUS SIX MONTHS. That means you need to be collecting your data now.

By attending Money Marketing's Business Model Update event, not only will you learn from our panel of expert speakers, but you will also receive a 1 month free trial to a Charge Manager tool. This software provides all required data and sets it out in the same format as RMAR Section K, helping ensure that your adviser charging process is compliant.

Dr Peter Williams and a host of expert speakers will dispense the latest thinking on post-RDR processes and procedures.

Additionally, all attendees will pick up three hours of structured CPD learning.

Leading advisers - including Foster Denovo, Positive Solutions, Informed Choice, Torquil Clark Holdings Limited, Jardine Lloyd Thompson, LIFT-Financial, St. James's Place, True Potential LLP, Personal Touch Financial Solutions and Fidelius - have already confirmed their attendance at Money Marketing's Business Model Update.

Register now to join them...while there is still availability! 

Be one step ahead... 

Register your attendance online or call Gemma Daly today on 020 7970 4624 to guarantee your place! The event is free to attend for advisers thanks to our sponsoring partners.

RDR