Northern Ireland Branch Meeting

Key Details

Date:
19 Feb 2019
Time:
07:30 PM
Price:
Members only
Venue:
The Learning Lodge, 27-29 Moneymore Road, Magherafelt,Co Londonderry, Northern Ireland, BT45 6AG

Information

Join us in an informal and open discussion on setting up and running a practice at the first Branch Meeting of 2019.  

So, you’ve got a Practice Licence – what now?

  • Onboarding Clients

  • Letters of Engagement

  • AML

  • Due Diligence

  • Legal requirements

  • Keeping your own books and records

  • CPD requirements and recording

Please bring along all your questions and see you there.

ICB Branch Meetings are organised by members for members.

Join in the conversation with other ICB students and members on the Northern Ireland Forum

Click here to join the Northern Ireland Branch Facebook group

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