Location: Upper Hall, Loch Promenade Church, Douglas.
Our DQ sponsored seminar on Wednesday 13th February 2019 is with Jean Dick and Paul de Weerd of the IOMFSA.
The talk will cover the FSA's themed supervisory visits to TCSPs which looked at non-monetary customer assets such as property, yachts & aircraft, and chattels. This seminar will cover the background to the visits and main findings, both in terms of good practice and areas where firms might be vulnerable. The current visit approach will also be outlined.
Jean Dick is the Senior Manager of the IOMFSA Fiduciary Services team, and before joining the Authority was a TCSP practitioner. Paul de Weerd was Jean's predecessor in the IOMFSA Fiduciary Services team. He now works at the IOMFSA on supervisory operational and policy matters.
This seminar is with coffee and registration from 12 noon for a prompt 12.30 pm start. It is anticipated that this session will last approximately an hour.
If you would like to attend this Wednesday 13th February session, please e-mail firstname.lastname@example.org stating who from your firm would like a place. All bookings will be confirmed by e-mail. All bookings are subject to the first come first served system.
This seminar is free to staff of member firms and associate members of the ACSP.
This event is sponsored by DQ Advocates.