European Institute of Management and Finance | Promoting Financial Products, Appropriateness and Non-Advised Transactions
62883
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Promoting Financial Products, Appropriateness and Non-Advised Transactions

Contact us for Group Registrations of 4 people or more


Start
June 22, 2020 10:00 am
End
June 23, 2020 12:45 pm
Address
Live Online   View map
Phone
+357-22274470
Email
CPD Units
5
Duration
5 hrs
Fees
€180 + VAT

Schedule

Monday 22/06/2020 - 10:30-13:45

Tuesday 23/06/2020 - 10:30-12:45

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Speaker
Adam Samuel

Adam Samuel is a lawyer qualified in the UK and the USA. Since 1996, Adam has run his own training and consulting business, helping out regulators in three continents on customer-facing issues. He has the qualifications required of financial, mortgage and equity release advisers and the UK CISI compliance diploma.

Adam wrote the only book on consumer financial services complaint handling in the UK and a guide to the SFC Code for Intermediaries in Hong Kong. The Gibraltar Supreme Court followed his expert evidence in van Geens v. Jyske Bank on product risk, compliance and advice standards around the world. Adam has broadcast on a number of BBC domestic and World Service programmes, including the national news, on financial services compliance and banking issues.
See all courses by Adam Samuel