5th Jul 21 | Private Wealth Management | Zoom Call |
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Private Wealth Management | ||
Chairman Sarah Meakes Alder IM This meeting has been switched to a Zoom video conference call |
Discussion Topics • FCA - CP21/09: best execution - CP21/17: climate-related disclosures - self-identified transaction reporting corrections - other FCA points • Sharing compliance manual/policies • CV19 issues & ‘road to normal’ • TISA projects • Other issues |
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