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Client Assets Workshop

  • Background and purpose of CASS
  • The scope of the Rules and their impact
  • Client types affected
  • Asset reconciliations and calculations
  • The use of Money Market Funds
  • Unregulated custodians

Discounts

Discounts are available for multi bookings made at the same time and for clients returning to us for in house courses.

Tailored to your needs

Our courses can be tailored to your firm's specific requirements and industry sector.