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 a financial, mortgage and equity release adviser 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 |
|---|---|---|---|---|---|
| February 27, 2019 | eimf Talk: Treating Customers Fairly: Where it came from and where it’s going to |
25 Megaron Street, 2032 Strovolos, Nicosia, Cyprus | 1 hr | 1 | UPCOMING |
| February 27, 2019 | Financial Promotion and Appropriateness |
25 Megaron Street, 2032 Strovolos, Nicosia, Cyprus | 5 hrs | 5 | UPCOMING |
| February 26, 2019 | Handling Client Complaints in the Financial Services |
25 Megaron Street, 2032 Strovolos, Nicosia, Cyprus | 5 hrs | 5 | UPCOMING |
| May 15, 2019 | Financial Promotion and Appropriateness |
CMS Training Centre, Andrea Kalvou, Limassol, Cyprus | 5 hrs | 5 | UPCOMING |
| May 14, 2019 | Handling Client Complaints in the Financial Services |
CMS Training Centre, Andrea Kalvou, Limassol, Cyprus | 5 hrs | 5 | UPCOMING |