Transformational thinking

Successful CASS Breakfast Seminar with 1RS

Successful CASS Breakfast Seminar with 1RS

This week we were very proud to co-host and present our “CASS Breakfast Seminar” with partner company 1RS, a leading Risk & Compliance Consultancy & Tech Solutions. It was attended by 20 leaders in CASS and Client Money, mostly CF10a's across the wealth and investment management industry.


We also had a leading Auditor in the room from a Big4 consultancy adding authority and tremendous value to the session. Key takeaways from the session were centred around Rules change Impacts in 2020, SM&CR and Brexit, Cultural and Training challenges, Efficiency gains and Best Practice.


We have some invaluable content to share from the morning and will happily do so if you would like to contact me directly: or 01727 794 202 Thank you to Rian Carroll, Bea Stafford, Tim Bailey and Stewart Foster for a great session.

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