Prospering under the RDR
a free and thought-provoking and valuable breakfast
seminar run by Action Consulting to take place on
Tuesday 29th November 2011.
Over the course of about an hour the seminar will raise issues about how you operate your
business post-RDR that you may have not considered and provide independent advice and
ideas on actions you should start taking now to be RDR-ready.
Even if you feel that you are well-prepared, this seminar will help you to benchmark
your approach and plans.
Areas covered will include:
 How will you manage client relationships post 2012?
 Can you build viable client propositions for your clients?
 Do you know what models would be profitable to your business, or perhaps even
how to ascertain that?
 Do you offer independent, restricted advice, or simplified advice, or a combination of
all three?
 Have you created a robust investment process?
 Is your platform strategy liberating or corralling your clients' investments?
 RDR ‘time-line’/benchmarking
* also included is a generic presentation on platform choice from a leading industry speaker *
Seminar details:
Venue:
Chesfield Downs Golf & Country Club, Jack's Hill, Graveley, Nr. Stevenage,
Hertfordshire, SG4 7EQ Tel: 01462 482929
Timing:
Arrive 7.45 am for breakfast; Seminar 8.15 - 9.15
Menu:
Action Consulting:
Guest speaker:
Action Consulting:
Prospering under the RDR
The important issues in deciding your platform strategy
Your next steps’
How to find the seminar
Chesfield Downs is on the B197 just north of
Graveley, surrounded by Stevenage, Baldock,
Hitchin and Letchworth.
From the South leave the A1(M) at J8, leaving the
roundabout at the exit signposted for Graveley. Go
through Graveley and Chesfield Downs will appear
on your right.
From the north, leaving the A1(M) at J9, taking
signs to Royston. At the next roundabout double
back on yourself to come back towards the A1, and
take the left turn signposted to Graveley. Chesfield
Downs will be on your left.
From the West, the most likely route is via the A602
via Hitchin to J8 of the A1(M).
From the East, the most likely route is via the A505
from Royston to J9 of the A1(M).
Response
Please complete and email this form to kevintwomey@actionconsulting.co.uk, send it to
Action Consulting, FREEPOST ANG50002, Henlow, SG16 6BR, or fax it to 01462 813021.
Yes I would like to attend this breakfast seminar, please confirm details
Unfortunately I cannot attend but would potentially be interested in attending future
such seminars, so please keep me informed
Unfortunately I cannot attend but would potentially be interested in a no-obligation
meeting to discuss these issues further on a one-to-one basis
No, I do not wish to attend and would prefer no further contact from you
Name
Company
Email address
Telephone no.
If you have any queries about the Prospering under the RDR breakfast seminar please contact
Kevin Twomey on kevintwomey@actionconsulting.co.uk or speak to any member of the Action
Consulting team on 01462 813020.