| 13th Jun 22 | Private Wealth Management | Zoom Call |
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| Private Wealth Management | ||
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Chairman Penny Rooney Killik & Co. This meeting has been switched to a Zoom video conference call |
Discussion Topics • Ukraine • TCF: varying interest rates across banks • Trustee register • Internal audit outsourcing • Financial promotions disclaimers for funds • Agency cross: netting-off buy and sell trades in the same security • PEP/Sanctions monitoring and notifications • General approach to centrally organised G&E • IFPR • FCA • Other issues |
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