Platforum Conference IV

We will be holding our fourth annual conference on 14 October at the Grand Connaught Rooms in Central London. This will be a one day event followed by an evenings drink reception.

First to take to the stage will be the FSA’s Steve Tully, introducing their new (hit?) single, the platform consultation paper; he will be followed by contributions, updates and demos from platforms Macquarie, Ascentric, AXA, Cofunds, Raymond James and Standard Life; a session exploring the options for managing the investment piece with contributions from Raymond James, IFDS and TCF Investment Management; and a specialist panel to discuss IFA practice valuation including 360’s Phil Young, the increasingly busy Succession’s Simon Chamberlain and Ernst and Young's Innes Miller.

We are now accepting registrations for the event and numbers are limited to 150 delegates so act fast to guarantee your place. Please complete the delegate registration form below and return it to us. You may also view the confrence agenda below.

View the conference agenda
Delegate Registration Form

The event is CPD accredited and users can earn 11.5 points in practice management for attending this conference.

An excellent broad-based conference with an abundance of industry knowledge and meaningful debates. In crowded space, much the best all-round platform conference at present.

David Moffat, Director, IFDS (On Platforum Conference II)