| 8th Jun 26 | Private Wealth Management | Zoom Call |
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| PWM Compliance | ||
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Chairman Monica Alvarez Julius Baer This meeting has been switched to a Zoom video conference call |
Discussion Topics • FG26/4: outsourcing - impact on enhanced-scope SMCR firms • FCA multi-firm bereavement review • FCA questionnaires: ---FCA consumer-duty information request ---customer categorisation and STOR (c/o) • PS25/20: final rules for consumer composite investments (c/o) • FCA interaction • Other FCA points • Other points |
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| 6th Jul 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
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| 14th Sep 26 | Private Wealth Management | Zoom Call |
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| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
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| 12th Oct 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
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| 9th Nov 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
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| 7th Dec 26 | Private Wealth Management | Zoom Call |
|---|---|---|
| PWM Compliance | ||
| This meeting has been switched to a Zoom video conference call |
Discussion Topics |
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