Risk Management Discussion Group August 2018

Risk Management Discussion Group August 2018

16
Aug

Risk Management Discussion Group August 2018

Date: 16-Aug-2018


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


Event

Client Acceptance and Onboarding

Date

Thursday 16 August

Start Time

4.00pm

End Time

5.30pm

Event Location

Melbourne

Host Venue Details

Holley Nethercote
Level 22, 140 William Street
Melbourne

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

ALPMA Members:

ALPMA Associates:

Non Members*: - *Non Members must be eligible to join ALPMA


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