Risk Management Discussion Group August 2018

Risk Management Discussion Group August 2018


Risk Management Discussion Group August 2018

Date: 16-Aug-2018

Client Acceptance and Onboarding (including conflicts) - how do you do it?


Client Acceptance and Onboarding


Thursday 16 August

Start Time


End Time


Event Location


Host Venue Details

Holley Nethercote
Level 22, 140 William Street

Event Overview

Mike Brookes will lead a roundtable discussion about accepting and onboarding new clients.  This will include a discussion of when (and how) to refuse to act for clients on ethical grounds, as well as the sorts of checks that should be performed before taking on a new client (and signs that you shouldn’t act).

Event Sponsors

Presented By

Professional Development

Event Costs

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