Presentations and ‘live’ video webinars for professional advisers

We run nationwide, regional and online presentations and ‘live’ video webinars for professional advisers, which are free to attend and often CPD qualifying. You can also find us at key industry events around the UK. And we collaborate with our colleagues at TIME Investments.

We place emphasis on our presentations and video webinars being educational and contextual, thinking about the investment environment, portfolio construction and diversification considerations and the interests and needs of professional advisers and their clients.

We run a series of ‘live’  presentations and video webinars, so that professional advisers can actively participate and engage in the presentations, discussing points and asking questions. In addition, we provide access to recorded video webinars, which allow professional advisers to listen to their presentations at their own convenience.

We are also pleased to provide tailored presentations and webinars for individual professional adviser firms, or individual advisers, to meet their specific interests and requirements. Please contact us if you would like to discuss this.

You can find details of forthcoming ‘live‘ presentations and video webinars below, which professional advisers can register for:

“TICS (Tempo Issuer and Counterparty Scorecards)” Webinar | 17 Mar 2021


MORE INFORMATION

“TICS (Tempo Issuer and Counterparty Scorecards)”

A bar-raising resource supporting best-practice professional adviser counterparty research.

Wednesday 17 March 2021, 2:00 – 3.15pm

75 minutes CPD

Presented by Chris Taylor, Global Head of Tempo Structured Products

This webinar for professional advisers aims to:

  • Explain TICS (the Tempo Issuer and Counterparty Scorecards), which provides a bar-raising resource supporting best-practice professional adviser counterparty research
  • Highlight the Professional Adviser Academy module 4 ‘Counterparty due diligence’
  • Remind professional advisers of lessons learned from the financial crisis
  • Discuss regulatory expectations of professional advisers using structured products and professional adviser best-practice regarding counterparty research