Detail

Thursday, 21 January 2021

WEBINAR - Zurich Centre

Trustee Investment Complaints and Litigation – A selection of Case Studies

• Account profiling complaints
  
• Manager search and selection
  
• Fee distortions and negotiations
  
• Trust and Manager conflict of interests
  
• Poor performance claims
  
• Illiquid assets / Private equity
  
• Alternatives / Structured product claims
  
• Policy and procedure breaches and failings
  

Time:
12.00 - 13.30 hrs / Registration 12.00 hrs

Speaker:
James Day, Peritus Investment Consultancy
www.peritus.ch

Webinar:
on-line with Microsoft Teams

Registration:
by 20 January 2021 to events@step-ch-fl.com

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