24th Jan 22 Complaints Handling Zoom Call
Complaints Handling
Chairman
Anthea Coulter
Equiniti

This meeting has been switched to a Zoom video conference call
Discussion Topics

• Increased activity: CMCs, legal firms
• Oversight and reporting: third-party branding
• FOS
--verbal authority pros and cons
--recording outcomes
--invoice-payment portal problems
--other FOS points
• FCA
--consumer duty proposal
--impact of FCA pricing remedies
--IFPR
--other FCA points
• Vulnerable customers
• Road-to-normal issues
• Other issues

 
21st Feb 22 Private Wealth Management Zoom Call
Private Wealth Management
This meeting has been switched to a Zoom video conference call Discussion Topics

• IFPR
• Duty of care
• ESG
• Regulation/thematics
• FCA interaction
• Road-to-normal update
• Other issues

 
23rd Feb 22 Financial Crime Zoom Call
Financial Crime (AM/IM/WM)
This meeting has been switched to a Zoom video conference call Discussion Topics


 
21st Mar 22 Private Wealth Management Zoom Call
Private Wealth Management
This meeting has been switched to a Zoom video conference call Discussion Topics


 
23rd Mar 22 Financial Crime Zoom Call
Financial Crime (AM/IM/WM)
This meeting has been switched to a Zoom video conference call Discussion Topics


 
28th Mar 22 Complaints Handling Zoom Call
Complaints Handling
This meeting has been switched to a Zoom video conference call Discussion Topics


 
11th Apr 22 Private Wealth Management Zoom Call
Private Wealth Management
This meeting has been switched to a Zoom video conference call Discussion Topics


 
13th Apr 22 Financial Crime Zoom Call
Financial Crime (AM/IM/WM)
This meeting has been switched to a Zoom video conference call Discussion Topics


 
9th May 22 Private Wealth Management Zoom Call
Private Wealth Management
This meeting has been switched to a Zoom video conference call Discussion Topics


 
11th May 22 Financial Crime Zoom Call
Financial Crime (AM/IM/WM)
This meeting has been switched to a Zoom video conference call Discussion Topics


 
16th May 22 Complaints Handling Zoom Call
Complaints Handling
This meeting has been switched to a Zoom video conference call Discussion Topics


 
13th Jun 22 Private Wealth Management Zoom Call
Private Wealth Management
This meeting has been switched to a Zoom video conference call Discussion Topics


 
15th Jun 22 Financial Crime Zoom Call
Financial Crime (AM/IM/WM)
This meeting has been switched to a Zoom video conference call Discussion Topics


 
11th Jul 22 Private Wealth Management Zoom Call
Private Wealth Management
This meeting has been switched to a Zoom video conference call Discussion Topics


 
13th Jul 22 Financial Crime Zoom Call
Financial Crime (AM/IM/WM)
This meeting has been switched to a Zoom video conference call Discussion Topics


 
18th Jul 22 Complaints Handling Zoom Call
Complaints Handling
This meeting has been switched to a Zoom video conference call Discussion Topics


 
12th Sep 22 Private Wealth Management Zoom Call
Private Wealth Management
This meeting has been switched to a Zoom video conference call Discussion Topics


 
14th Sep 22 Financial Crime Zoom Call
Financial Crime (AM/IM/WM)
This meeting has been switched to a Zoom video conference call Discussion Topics


 
20th Sep 22 Complaints Handling Zoom Call
Complaints Handling
This meeting has been switched to a Zoom video conference call Discussion Topics


 
10th Oct 22 Private Wealth Management Zoom Call
Private Wealth Management
This meeting has been switched to a Zoom video conference call Discussion Topics


 
12th Oct 22 Financial Crime Zoom Call
Financial Crime (AM/IM/WM)
This meeting has been switched to a Zoom video conference call Discussion Topics


 
7th Nov 22 Complaints Handling Zoom Call
Private Wealth Management
This meeting has been switched to a Zoom video conference call Discussion Topics


 
9th Nov 22 Financial Crime Zoom Call
Financial Crime (AM/IM/WM)
This meeting has been switched to a Zoom video conference call Discussion Topics


 
14th Nov 22 Complaints Handling Zoom Call
Complaints Handling
This meeting has been switched to a Zoom video conference call Discussion Topics


 
5th Dec 22 Private Wealth Management Zoom Call
Private Wealth Management
This meeting has been switched to a Zoom video conference call Discussion Topics


 
7th Dec 22 Financial Crime Zoom Call
Financial Crime (AM/IM/WM)
This meeting has been switched to a Zoom video conference call Discussion Topics


 

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