november, 2020

18nov4:30 pm5:30 pmWebinar: Financial decision-making capacity

Event Details

The third in the Thought Leadership Series of webinars from STEP, this webinar will discuss how in a rapidly changing world, clients are increasingly vulnerable to risks when making financial decisions – from online debt and poor financial advice to vulnerability due to life circumstances whether permanent or temporary. How can TEP’s minimise risks of financial loss for their clients? Legislation dealing with investment decision making capacity, and safeguards, varies across jurisdictions. What are the new and emerging challenges, issues and opportunities? What are the emerging best practices?

Moderator: Mark Dunkley TEP, Shakespeare Martineau LLP, UK


  • Carol Lynde, Bridgehouse Asset Managers, Canada

Find out more and register HERE



(Wednesday) 4:30 pm - 5:30 pm



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