Diary
25
November 2009 10 - 12 November 2009
This dinner will be hosted by an AMI Director
and a representative from Prudential.
If you would like any further information on
Aegon “Opening
FLA event: 2009 this event, please contact Katy Potter on 020
Doors” Workshops
Intermediate
7826 9044 or email katy@a-m-i.org.uk
Leasing Course
Aegon will be running seven personal 24th November 2009
protection workshops across the UK, designed
Registration: 09:30
to equip advisers with powerful sales and
Course closes: 16:00
marketing techniques. The workshops will
Venue: Central London
Directors Dinner-
help advisers to unlock the potential of their
London
business and show them how taking a long-
This course is designed to supplement the
term view can help them develop their
level of knowledge gained on the Foundation Location: London
individual protection business.
Course in Asset Finance, and to provide a
comprehensive understanding of the impact This is your opportunity to hear from an AMI
The seven workshops will show advisers new
of taxation on leasing, documentation, lease Director if you live in or around London. The
ways of segmenting their existing clients, and
evaluation, assessing risks and fraud. format is similar to the Glasgow event so take
provide innovative sales angles which they
advantage of it and meet up with AMI to
may not have considered in the past. They will
Course fee: discuss all that is topical.
also equip advisers with tools to enhance
FLA Members: £1720+VAT This dinner will be hosted by an AMI Director
their sales and marketing techniques, taking
Non-members: £2185+VAT and a representative from Prudential.
a new approach when helping to create new
CPD points available: 23.5 hrs SRA CPD
business leads.
credits available on this course. If you would like any further information on
this event, please contact Katy Potter on 020
The workshops run to 26 November.
For further information or to if you have a 7826 9044 or email katy@a-m-i.org.uk
problem booking online please contact Sarah
For more information on the workshops
Beattie on 020 7420 9623 or
including availability, Advisers can contact
sarah.beattie@fla.org.uk 25 November 2009
AEGON Scottish Equitable on 01253 662222
or contact their protection sales consultant.
12 November 2009 2009 New
FSA Seminars
NACFB: AGM &
Solutions for
Gala Dinner 2009
Lending Risks
The Financial Services Authority has and Fraud
announced its latest round of seminars for
AGM, lunch and conference: Lower ground
compliance personnel.
Conference
floor, Olympia 2.
Covering key issues, the seminars will run
Champagne Reception and Gala Dinner:
until March 2010, and take place in London,
Registration: 09.00
Harris and Drake Suites, Stamford Bridge.
Edinburgh and Manchester. The subjects
Conference Closes: 17.00
Register your interest in attending by
covered are: Retail Distribution Review, Equity
Venue: Central London
emailing: events@nacfb.org.uk
Release, General mortgage, Financials/
prudential reporting requirement, What does
19th November 2009
The latest intelligence on lending risks and
a good firm look like?, Retail Distribution
fraud. Practical steps and tools that could
Review professionalism, General investments.
Full details and booking information can be
Directors Dinner-
help consumer credit, asset and motor
finance providers, suppliers, dealers and
found at: www.fsa.gov.uk/pages/Doing/Events/
compliance.shtml
Glasgow
brokers to avoid, mitigate risk and fraud.
Relevant to risk, fraud and credit managers,
www.fsa.gov.uk/pages/Doing/Events/
as well as senior management from across
compliance.shtml.
Location: Glasgow the lending industry.
For further assistance please contact
Samantha Bennett on 020 70665148.
AMI recognise the importance of meeting with CPD points available: 6.5 hrs SRA CPD credit
their members face to face, keeping them available on this event.
informed with what is happening in the world For further information please contact Linda
of regulation and what can be expected in the Charles on +44 (0)20 7420 9626 or
coming months. Linda.Charles@fla.org.uk
This is your opportunity to hear from AMI
Directors whilst giving you the opportunity to
discuss topical issues, including the recent
‘Financial Planning Through Retirement’
www.aifa.net/news/publications.php report,
over a three course dinner.
www.mortgageintroducer.com November 2009 Mortgage Introducer
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