European Institute of Management and Finance | Adam Samuel
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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.

Related Courses

Start Date Name Location DURATION CPD UNITS Status
June 17, 2020

Promoting Financial Products, Appropriateness and Non-Advised Transactions

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June 16, 2020

MiFID II Product Governance and Development

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November 27, 2019

Financial Promotions, Digital Media, Product Governance and Appropriateness | Seminar Full

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June 18, 2020

Treating Customers Fairly and Handling Complaints in Investment and Banking Services

25 Megaron Street, 2032 Strovolos, Nicosia, Cyprus 5 hrs 5 UPCOMING