MASTER: DB Transfers

03/08/2020

Online

9:30 am

Our new online events have been designed to ensure that they are super interactive and inclusive. Prior to the event, you will receive a pack in the post with all relevant materials so that you can join in on the day and feel as though you’re actually in the room with us. We promise there will be no place for Zoom fatigue – these events have been created in an innovative way, with group activities and engaging content.

Why should I attend?

It’s now time to learn how to navigate your way through the new world that will be DB advice and transfers following the release of PS20/06 and the new rules that come into force on the 1st October.

We will deep dive into triage, the data gathering process, abridged advice, TVC & APTA, PII requirements, how to compile suitability reports and how your files need to look from both a client and a compliance perspective.

Who’s hosting?

This event will be hosted by Paul Taylor and Christian Markwick of Apricity. We also have guest speakers from Money Alive, Lockton and Para-Sols and expect this to be a very lively and interactive workshop.

Paul Bio

Christian BioIan

Jo

MASTER: DB Transfers


When? 3rd August 2020.
Where? Online
Cost? £145 + VAT for clients of The Verve Group or £195 + VAT for Non-Clients

How do I sign up?

Simply click the button below.