Share Class Conversions Practical Workshop

Following the FCA’s Policy Statement (PS 19/29) that all providers must support conversions from July 2020, our practical workshop will focus on the practicalities of Fund Share Class Conversions. 

 

Timing

09:30 am registration for 10 am start.

12:30 pm close, followed by a networking lunch

 

Agenda

  1. Welcome and objectives
     
  2. Background and what the FCA has mandated in its Policy Statement
     
  3. The current issues and the impact of the Policy Statement
     
  4. What systems already support the share class conversion process
     
  5. How ATG supports the share class conversion process
     
  6. Wrap up and Close 

 

Venue

SEI
1st Floor, Alphabeta
14-18 Finsbury Square 
London EC2A 1BR

Add to Calendar 2020-03-03 09:30:00 2020-03-03 01:30:00 Share Class Conversions Practical Workshop Following the FCA’s Policy Statement (PS 19/29) that all providers must support conversions from July 2020, our practical workshop will focus on the practicalities of Fund Share Class Conversions.    Timing 09:30 am registration for 10 am start. 12:30 pm close, followed by a networking lunch   Agenda Welcome and objectives   Background and what the FCA has mandated in its Policy Statement   The current issues and the impact of the Policy Statement   What systems already support the share class conversion process   How ATG supports the share class conversion process   Wrap up and Close    Venue SEI 1st Floor, Alphabeta 14-18 Finsbury Square  London EC2A 1BR Location Altus enquiries@altus.co.uk Europe/London public
Please complete the form below to register for this event. 
Enter company name
Enter phone number
Enter any diet requirements
Enter any additional comments
For information on how we process your personal data, please see our privacy policy.