Programme

 

Breakfast events

8.45am - 9.30am Registration: Tea, coffee, bacon sandwiches and Danish pastries available.
09.30am - 09.45am Opening address and introduction: William Watling, Product Director, Capita Financial Software / hosting company guest speaker.
09.45am - 10.00am Overview of the platform market: past, present and future: Holly Mackay, Managing Director, The Platforum*.
10.00am - 10.15am Choosing the right platforms for your business and client requirements: Sophie Fiori, Marketing and Membership Director, AIFA.
10.15am - 10.30am Guest speaker: Update on platform thematic review and due diligence.
10.30am - 11.00am Introduction to Synaptic Comparator including live demonstration of the new tool for advisers: William Watling, Product Director, Capita Financial Software.
11.00am - 11.15am Q&A session
11.15am - 11.30am Close: Tea, coffee, refreshments available.

Lunch events

11.45am - 12.30pm Registration: Tea, coffee and light lunch available.
12.30pm - 12.45pm Opening address and introduction: William Watling, Product Director, Capita Financial Software / hosting company guest speaker.
12.45pm - 01.00pm Overview of the platform market: past, present and future: Holly Mackay, Managing Director, The Platforum*.
01.00pm - 01.15pm Choosing the right platforms for your business and client requirements: Sophie Fiori, Marketing and Membership Director, AIFA.**
01.15pm - 01.30pm Guest speaker: Update on platform thematic review and due diligence.
01.30pm - 02.00pm Introduction to Synaptic Comparator including live demonstration of the new tool for advisers: William Watling, Product Director, Capita Financial Software.
02.00pm - 02.15pm Q&A session
02.15pm - 02.30pm Close: Tea, coffee and refreshments available.

Aviva - Coventry, 19th November 2010

9.30am - 10.15am Registration: Tea and coffee available.
10.15am - 10.30am Opening address and introduction: William Watling, Product Director, Capita Financial Software / hosting company guest speaker.
10.30am - 10.45am Overview of the platform market: past, present and future: Holly Mackay, Managing Director, The Platforum*.
10.45am - 11.00am Choosing the right platform for your business and client requirements: Mark Thelwell, AT8.
11.00am - 11.15am Guest speaker: Update on platform thematic review and due diligence.
11.15am - 11.45am Introduction to Synaptic Comparator including live demonstration of the new tool for advisers: William Watling, Product Director, Capita Financial Software.
11.45am - 12.00pm Q&A session
12.00pm - 12.45pm Close: Light lunch, tea, coffee and refreshments available.

* Freddie Findlater of The Platforum may stand in for Holly Mackay at some events.

** Mark Thelwell of AT8 will be standing in for Sophie Fiori of AIFA at the Norwich and Coventry events.