Events

The product, industry and regulatory landscape are hugely complex and constantly evolving.

We run a range of events for financial advisers to help maintain your product knowledge and keep you up to date with key industry and regulatory developments - ultimately, helping reinforce the value you offer clients and supporting your delivery of compliant advice.

Our roadshows provide independent analysis, commentary and insight covering a comprehensive range of areas and industry topics - including funds and retirement.

Defaqto events are typically accredited by the Chartered Insurance Institute (CII), Personal Finance Society (PFS) towards continuing professional development.

2021 DFM virtual event series

9/10/11/15/16 February - Five 40 minute sessions

ABOUT OUR DFM VIRTUAL EVENT SERIES Join Defaqto's DFM expert Fraser Donaldson and our four DFM investment specialists from Bordier Asset Management, Brooks Macdonald, Close Brothers Asset Management and Waverton Investment Management take you through the latest in the world of Discretionary Fund Management. 9 out of 10 previous attendees recommend our events for the perfect balance of structured quality content. There will be five, 45-minute presentations, each one on different days. The five sessions will provide a total of 2 hours 30 minutes of CPD. All of the speakers will be available for live Q&A after each session.

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