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.

2022 DFM virtual event series

15 and 16 February - 10:00-11.35 each day

ABOUT OUR DFM VIRTUAL EVENT SERIES Join Defaqto's DFM expert Fraser Donaldson and our four DFM investment specialists from abrdn Capital, Brewin Dolphin, Brooks Macdonald, and HSBC to take you through the latest in the world of Discretionary Fund Management. All of the speakers will be available for live Q&A after each session 1 hour and 30 sessions CPD per session. These events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

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