| 9th Feb 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
|
Chairman Michael Harden Lumin Wealth This meeting has been switched to a Zoom video conference call |
Discussion Topics • POS advice & annual reviews • Conflicts-of-interest logs • Managing life wrappers • Payments to introducers • FCA --FCA wealth management survey --CCI policy statement impact (PS25/20) --FCA interaction --other FCA points • Other points |
|
| 9th Mar 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
|
| 13th Apr 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
|
| 11th May 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
|
| 8th Jun 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
|
| 6th Jul 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
|
| 14th Sep 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
|
| 12th Oct 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
|
| 9th Nov 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
|
| 7th Dec 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
|