Insights and events
If your business goes down, failure to segregate clients’ assets could leave clients/consumers seriously out of pocket. But poor systems, oversight and control, combined with a lack of proper documentation, mean that many financial services (FS) firms are falling short of their CASS obligations and leaving their senior management team at risk of severe regulatory sanctions.
Dina Devalia looks at why CASS should be front and centre of the boardroom agenda and how to gain real confidence that your client money safeguards are fit for purpose.
View our latest on-demand webinars
We hold regular events and webinars, covering a range of topics from the retail sector to business valuations.
You can register to receive invites and watch our recorded on-demand events.