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#clientassets search results

uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Nov 13, 2019

Our CASS Edinburgh forum gets underway with opening remarks from the event Chair Graham Bateman, TISA's Regulation Executive #ClientAssets #TISAevents

uktisa's tweet image. Our CASS Edinburgh forum gets underway with opening remarks from the event Chair Graham Bateman, TISA's Regulation Executive #ClientAssets #TISAevents
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ColleenLocalPwC's profile picture.
Colleen Local (PwC)
 @ColleenLocalPwC
Oct 9, 2019

Just kicked off the PwC 2019 #CASS conference in London. #ClientAssets #PwC

ColleenLocalPwC's tweet image. Just kicked off the PwC 2019 #CASS conference in London. #ClientAssets #PwC
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ColleenLocalPwC's profile picture.
Colleen Local (PwC)
 @ColleenLocalPwC
Oct 8, 2019

PwC’s Edinburgh CASS event is underway! Cathorina Finlay & Caroline Brown share CASS insights.#ClientAssets #cass

ColleenLocalPwC's tweet image. PwC’s Edinburgh CASS event is underway! Cathorina Finlay & Caroline Brown share CASS insights.#ClientAssets #cass
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Oct 15, 2020

Time for a legal update at our #ClientAssets conference with Tom Callaby @CMS_law who focuses on the current challenges with CASS 8​ and UK Investment Firms Prudential Regime #TISAevents

uktisa's tweet image. Time for a legal update at our #ClientAssets conference with Tom Callaby @CMS_law who focuses on the current challenges with CASS 8​ and UK Investment Firms Prudential Regime #TISAevents
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CISI's profile picture. The official channel for the CISI, the global professional body of choice for financial services professionals. #CISIexam #CISICPD
The CISI
 @CISI
Dec 14, 2022

Take our newly refreshed module and strengthen your knowledge of the principles and high-level rules associated with holding and protecting client assets: cisi.org/cisiweb2/en/ci… #CPDboost #clientassets #cleints #money #financialservices

CISI's tweet image. Take our newly refreshed module and strengthen your knowledge of the principles and high-level rules associated with holding and protecting client assets: cisi.org/cisiweb2/en/ci… #CPDboost #clientassets #cleints #money #financialservices
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AltsWire's profile picture. Alternative Investment News. Independent. Unbiased.
AltsWire
 @AltsWire
Aug 21, 2020

Good Life Companies Adds $150 Million In #ClientAssets with Latest Recruits ow.ly/tMBc50B5anx #financial #investment #advisor

AltsWire's tweet image. Good Life Companies Adds $150 Million In #ClientAssets with Latest Recruits ow.ly/tMBc50B5anx #financial #investment #advisor
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ColleenLocalPwC's profile picture.
Colleen Local (PwC)
 @ColleenLocalPwC
Oct 9, 2019

A consistent theme with Edinburgh emerging in the room in London in the poll on what the main challenge firms are facing for their #CASS #ClientAssets compliance #Technology - more to come on this later in the session...

ColleenLocalPwC's tweet image. A consistent theme with Edinburgh emerging in the room in London in the poll on what the main challenge firms are facing for their #CASS #ClientAssets compliance #Technology - more to come on this later in the session...
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Oct 15, 2020

Our second #clientassets conference panel discussion gives the view on CASS from the auditors with Dennis Cheng @DeloitteUK, Colleen Local @PwC_UK, Shermeen Kazmi @GrantThorntonUK and Amarjit Singh @EY_PressUK #TISAevents

uktisa's tweet image. Our second #clientassets conference panel discussion gives the view on CASS from the auditors with Dennis Cheng @DeloitteUK, Colleen Local @PwC_UK, Shermeen Kazmi @GrantThorntonUK and Amarjit Singh @EY_PressUK #TISAevents
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AltsWire's profile picture. Alternative Investment News. Independent. Unbiased.
AltsWire
 @AltsWire
May 24, 2019

Securities America Adds Three Groups with Approximately $245 Million in #ClientAssets ow.ly/qMib50uomPJ @LadenburgLTS #advisor #financial $LTS

AltsWire's tweet image. Securities America Adds Three Groups with Approximately $245 Million in #ClientAssets ow.ly/qMib50uomPJ @LadenburgLTS #advisor #financial $LTS
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centralbank_ie's profile picture. The official account of Central Bank of Ireland. For our public helpline: ☎️ Call 01 224 5800 🌐 Visit https://t.co/pgmuQAcpqe
Central Bank of Ireland
 @centralbank_ie
Jul 17, 2023

📢The protection of #clientassets is a key priority of the Central Bank. The #ClientAssetRequirements, contained in #InvestmentFirmsRegulations, have been applicable to investment firms since 1 July. We have published Guidance to accompany #CAR. Read more: centralbank.ie/regulation/ind…

centralbank_ie's tweet image. 📢The protection of #clientassets is a key priority of the Central Bank. The #ClientAssetRequirements, contained in #InvestmentFirmsRegulations, have been applicable to investment firms since 1 July. We have published Guidance to accompany #CAR. Read more: centralbank.ie/regulation/ind…
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Jun 29, 2020

Our CASS online workshops are popular with our members, enabling us to bring our expertise directly to them and continue to support their CPD needs. We've recently added some new dates for July and August, find out more at tisa.uk.com/events-trainin… #ClientAssets #Regulation

uktisa's tweet image. Our CASS online workshops are popular with our members, enabling us to bring our expertise directly to them and continue to support their CPD needs. We've recently added some new dates for July and August, find out more at tisa.uk.com/events-trainin… #ClientAssets #Regulation
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Oct 15, 2020

Next at our #ClientAssets conference we have Eoghan Hartigan @Bovilltweets who outlines achieving effective oversight and CASS Rules compliance #TISAtweets #financialservices #compliance

uktisa's tweet image. Next at our #ClientAssets conference we have Eoghan Hartigan @Bovilltweets who outlines achieving effective oversight and CASS Rules compliance #TISAtweets #financialservices #compliance
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Bovilltweets's profile picture. We're a financial services regulatory consultancy with a global offering. Follow us for industry updates
Bovill
 @Bovilltweets
Jan 27, 2023

It was great to welcome so many firms to The Shard yesterday for our first Client Assets Regulatory Roundtable this year. Get in touch to book a spot at the next one #clientassets #roundtable #Bovill

Bovilltweets's tweet image. It was great to welcome so many firms to The Shard yesterday for our first Client Assets Regulatory Roundtable this year. Get in touch to book a spot at the next one #clientassets #roundtable #Bovill
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TheActiveledger's profile picture. A powerful #DLT platform that brings change to #supplychain and #finserv. A Cognizant-certified partner. #blockchain #enterprisesolution
Activeledger
 @TheActiveledger
Mar 20, 2019

RT @uktisa: @walkermartyn from @TheActiveledger considers the application of #Blockchain to custody, with specific reference to implications for the world of CASS at our #ClientAssets seminar #TISAevents Thank you @uktisa for the amazing opportunity!

TheActiveledger's tweet image. RT @uktisa: @walkermartyn from @TheActiveledger considers the application of #Blockchain to custody, with specific reference to implications for the world of CASS at our #ClientAssets seminar #TISAevents Thank you @uktisa for the amazing opportunity!
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Mar 17, 2020

The first panel discussion at our #ClientAssets Forum on 11 May gives the view from the auditors with Dennis Cheng, @DeloitteUK, Colleen Local @PwC_UK, Shermeen Kazmi, @GrantThorntonUK and Amarjit Singh @EYnews bit.ly/3cF6fUC #TISAevents

uktisa's tweet image. The first panel discussion at our #ClientAssets Forum on 11 May gives the view from the auditors with Dennis Cheng, @DeloitteUK, Colleen Local @PwC_UK, Shermeen Kazmi, @GrantThorntonUK and Amarjit Singh @EYnews bit.ly/3cF6fUC #TISAevents
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Oct 30, 2019

Our Edinburgh #ClientAssets forum on 13 Nov brings together leading industry practitioners, alongside auditors & regulators including Angela Greenough @CMS_law, Karen Bond @WalbrookFS, Shaid Moughal @ASInvestmentsUK & Dennis Cheng @Deloitte bit.ly/2ocAaz7 #TISAevents

uktisa's tweet image. Our Edinburgh #ClientAssets forum on 13 Nov brings together leading industry practitioners, alongside auditors & regulators including Angela Greenough @CMS_law, Karen Bond @WalbrookFS, Shaid Moughal @ASInvestmentsUK & Dennis Cheng @Deloitte bit.ly/2ocAaz7 #TISAevents
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Mar 4, 2020

TISA’s CASS Forum on 11 May will bring together the regulator, leading practitioners and #finservices auditors from across the industry to address the latest #regulatory developments related to #clientassets protection bit.ly/3cF6fUC #TISAevents

uktisa's tweet image. TISA’s CASS Forum on 11 May will bring together the regulator, leading practitioners and #finservices auditors from across the industry to address the latest #regulatory developments related to #clientassets protection bit.ly/3cF6fUC #TISAevents
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Mar 12, 2020

Our ever-popular #ClientAssets events return! We'll be in London on 11 May bit.ly/3cF6fUC and Edinburgh on 12 May bit.ly/3aGPiHw, looking at #regulator expectations, achieving effective oversight & management of compliance operations and much more #TISAevents

uktisa's tweet image. Our ever-popular #ClientAssets events return! We'll be in London on 11 May bit.ly/3cF6fUC and Edinburgh on 12 May bit.ly/3aGPiHw, looking at #regulator expectations, achieving effective oversight & management of compliance operations and much more #TISAevents
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Cashfac's profile picture. We're a global provider of cash management software solutions including the world’s most deployed Virtual Accounts platform and the parent brand of @slidebyapp
Cashfac
 @Cashfac
Apr 22, 2020

James McGivern, Head of NBFI at Cashfac discusses the recent statement issued by the #FCA regarding #ClientAssets and the #Coronavirus. Read more: cashfac.com/resource/news-…

Cashfac's tweet image. James McGivern, Head of NBFI at Cashfac discusses the recent statement issued by the #FCA regarding #ClientAssets and the #Coronavirus. Read more: cashfac.com/resource/news-…
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AltsWire's profile picture. Alternative Investment News. Independent. Unbiased.
AltsWire
 @AltsWire
Aug 21, 2020

Good Life Companies Adds $150 Million In #ClientAssets with Latest Recruits ow.ly/tMBc50B5anx #financial #investment #advisor

AltsWire's tweet image. Good Life Companies Adds $150 Million In #ClientAssets with Latest Recruits ow.ly/tMBc50B5anx #financial #investment #advisor
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ColleenLocalPwC's profile picture.
Colleen Local (PwC)
 @ColleenLocalPwC
Oct 9, 2019

Just kicked off the PwC 2019 #CASS conference in London. #ClientAssets #PwC

ColleenLocalPwC's tweet image. Just kicked off the PwC 2019 #CASS conference in London. #ClientAssets #PwC
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AltsWire's profile picture. Alternative Investment News. Independent. Unbiased.
AltsWire
 @AltsWire
May 24, 2019

Securities America Adds Three Groups with Approximately $245 Million in #ClientAssets ow.ly/qMib50uomPJ @LadenburgLTS #advisor #financial $LTS

AltsWire's tweet image. Securities America Adds Three Groups with Approximately $245 Million in #ClientAssets ow.ly/qMib50uomPJ @LadenburgLTS #advisor #financial $LTS
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Nov 13, 2019

Our CASS Edinburgh forum gets underway with opening remarks from the event Chair Graham Bateman, TISA's Regulation Executive #ClientAssets #TISAevents

uktisa's tweet image. Our CASS Edinburgh forum gets underway with opening remarks from the event Chair Graham Bateman, TISA's Regulation Executive #ClientAssets #TISAevents
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ColleenLocalPwC's profile picture.
Colleen Local (PwC)
 @ColleenLocalPwC
Oct 8, 2019

PwC’s Edinburgh CASS event is underway! Cathorina Finlay & Caroline Brown share CASS insights.#ClientAssets #cass

ColleenLocalPwC's tweet image. PwC’s Edinburgh CASS event is underway! Cathorina Finlay & Caroline Brown share CASS insights.#ClientAssets #cass
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Oct 15, 2020

Time for a legal update at our #ClientAssets conference with Tom Callaby @CMS_law who focuses on the current challenges with CASS 8​ and UK Investment Firms Prudential Regime #TISAevents

uktisa's tweet image. Time for a legal update at our #ClientAssets conference with Tom Callaby @CMS_law who focuses on the current challenges with CASS 8​ and UK Investment Firms Prudential Regime #TISAevents
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Oct 15, 2020

Our second #clientassets conference panel discussion gives the view on CASS from the auditors with Dennis Cheng @DeloitteUK, Colleen Local @PwC_UK, Shermeen Kazmi @GrantThorntonUK and Amarjit Singh @EY_PressUK #TISAevents

uktisa's tweet image. Our second #clientassets conference panel discussion gives the view on CASS from the auditors with Dennis Cheng @DeloitteUK, Colleen Local @PwC_UK, Shermeen Kazmi @GrantThorntonUK and Amarjit Singh @EY_PressUK #TISAevents
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Oct 7, 2019

Today's TISA #ClientAssets conf draws to a close with a liquidator’s tale - Peter Bloxham, Author,The Bloxham Report and Ben Leith @kpmguk discuss a liquidator case study and discuss the implications for CASS RP, with a comment on the Beaufort Securities case #TISAevents

uktisa's tweet image. Today's TISA #ClientAssets conf draws to a close with a liquidator’s tale - Peter Bloxham, Author,The Bloxham Report and Ben Leith @kpmguk discuss a liquidator case study and discuss the implications for CASS RP, with a comment on the Beaufort Securities case #TISAevents
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ColleenLocalPwC's profile picture.
Colleen Local (PwC)
 @ColleenLocalPwC
Oct 9, 2019

A consistent theme with Edinburgh emerging in the room in London in the poll on what the main challenge firms are facing for their #CASS #ClientAssets compliance #Technology - more to come on this later in the session...

ColleenLocalPwC's tweet image. A consistent theme with Edinburgh emerging in the room in London in the poll on what the main challenge firms are facing for their #CASS #ClientAssets compliance #Technology - more to come on this later in the session...
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centralbank_ie's profile picture. The official account of Central Bank of Ireland. For our public helpline: ☎️ Call 01 224 5800 🌐 Visit https://t.co/pgmuQAcpqe
Central Bank of Ireland
 @centralbank_ie
Jul 17, 2023

📢The protection of #clientassets is a key priority of the Central Bank. The #ClientAssetRequirements, contained in #InvestmentFirmsRegulations, have been applicable to investment firms since 1 July. We have published Guidance to accompany #CAR. Read more: centralbank.ie/regulation/ind…

centralbank_ie's tweet image. 📢The protection of #clientassets is a key priority of the Central Bank. The #ClientAssetRequirements, contained in #InvestmentFirmsRegulations, have been applicable to investment firms since 1 July. We have published Guidance to accompany #CAR. Read more: centralbank.ie/regulation/ind…
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1K
CISI's profile picture. The official channel for the CISI, the global professional body of choice for financial services professionals. #CISIexam #CISICPD
The CISI
 @CISI
Dec 14, 2022

Take our newly refreshed module and strengthen your knowledge of the principles and high-level rules associated with holding and protecting client assets: cisi.org/cisiweb2/en/ci… #CPDboost #clientassets #cleints #money #financialservices

CISI's tweet image. Take our newly refreshed module and strengthen your knowledge of the principles and high-level rules associated with holding and protecting client assets: cisi.org/cisiweb2/en/ci… #CPDboost #clientassets #cleints #money #financialservices
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Oct 7, 2019

Afternoon coffee break done at our #ClientAssets conference and time for Bruce Davidson @AltusBusSys to highlight the key #SMCR implementation issues and provide a handy checklist to enable firms to see what needs to be done and by when #TISAevents

uktisa's tweet image. Afternoon coffee break done at our #ClientAssets conference and time for Bruce Davidson @AltusBusSys to highlight the key #SMCR implementation issues and provide a handy checklist to enable firms to see what needs to be done and by when #TISAevents
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Oct 15, 2020

Next at our #ClientAssets conference we have Eoghan Hartigan @Bovilltweets who outlines achieving effective oversight and CASS Rules compliance #TISAtweets #financialservices #compliance

uktisa's tweet image. Next at our #ClientAssets conference we have Eoghan Hartigan @Bovilltweets who outlines achieving effective oversight and CASS Rules compliance #TISAtweets #financialservices #compliance
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TheActiveledger's profile picture. A powerful #DLT platform that brings change to #supplychain and #finserv. A Cognizant-certified partner. #blockchain #enterprisesolution
Activeledger
 @TheActiveledger
Mar 20, 2019

RT @uktisa: @walkermartyn from @TheActiveledger considers the application of #Blockchain to custody, with specific reference to implications for the world of CASS at our #ClientAssets seminar #TISAevents Thank you @uktisa for the amazing opportunity!

TheActiveledger's tweet image. RT @uktisa: @walkermartyn from @TheActiveledger considers the application of #Blockchain to custody, with specific reference to implications for the world of CASS at our #ClientAssets seminar #TISAevents Thank you @uktisa for the amazing opportunity!
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Mar 17, 2020

The first panel discussion at our #ClientAssets Forum on 11 May gives the view from the auditors with Dennis Cheng, @DeloitteUK, Colleen Local @PwC_UK, Shermeen Kazmi, @GrantThorntonUK and Amarjit Singh @EYnews bit.ly/3cF6fUC #TISAevents

uktisa's tweet image. The first panel discussion at our #ClientAssets Forum on 11 May gives the view from the auditors with Dennis Cheng, @DeloitteUK, Colleen Local @PwC_UK, Shermeen Kazmi, @GrantThorntonUK and Amarjit Singh @EYnews bit.ly/3cF6fUC #TISAevents
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Bovilltweets's profile picture. We're a financial services regulatory consultancy with a global offering. Follow us for industry updates
Bovill
 @Bovilltweets
Jan 27, 2023

It was great to welcome so many firms to The Shard yesterday for our first Client Assets Regulatory Roundtable this year. Get in touch to book a spot at the next one #clientassets #roundtable #Bovill

Bovilltweets's tweet image. It was great to welcome so many firms to The Shard yesterday for our first Client Assets Regulatory Roundtable this year. Get in touch to book a spot at the next one #clientassets #roundtable #Bovill
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Oct 30, 2019

Our Edinburgh #ClientAssets forum on 13 Nov brings together leading industry practitioners, alongside auditors & regulators including Angela Greenough @CMS_law, Karen Bond @WalbrookFS, Shaid Moughal @ASInvestmentsUK & Dennis Cheng @Deloitte bit.ly/2ocAaz7 #TISAevents

uktisa's tweet image. Our Edinburgh #ClientAssets forum on 13 Nov brings together leading industry practitioners, alongside auditors & regulators including Angela Greenough @CMS_law, Karen Bond @WalbrookFS, Shaid Moughal @ASInvestmentsUK & Dennis Cheng @Deloitte bit.ly/2ocAaz7 #TISAevents
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Cashfac's profile picture. We're a global provider of cash management software solutions including the world’s most deployed Virtual Accounts platform and the parent brand of @slidebyapp
Cashfac
 @Cashfac
Apr 22, 2020

James McGivern, Head of NBFI at Cashfac discusses the recent statement issued by the #FCA regarding #ClientAssets and the #Coronavirus. Read more: cashfac.com/resource/news-…

Cashfac's tweet image. James McGivern, Head of NBFI at Cashfac discusses the recent statement issued by the #FCA regarding #ClientAssets and the #Coronavirus. Read more: cashfac.com/resource/news-…
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uktisa's profile picture. The Investing and Saving Alliance - our ambition is to improve the financial wellbeing of UK consumers by bringing the UK #FinServices savings industry together
TISA
 @uktisa
Jun 29, 2020

Our CASS online workshops are popular with our members, enabling us to bring our expertise directly to them and continue to support their CPD needs. We've recently added some new dates for July and August, find out more at tisa.uk.com/events-trainin… #ClientAssets #Regulation

uktisa's tweet image. Our CASS online workshops are popular with our members, enabling us to bring our expertise directly to them and continue to support their CPD needs. We've recently added some new dates for July and August, find out more at tisa.uk.com/events-trainin… #ClientAssets #Regulation
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