Jan
30
1:00pm
Howwow Online: MIFID II - communicating charges to your clients with the lang cat
By Paraplanners' Assembly
What's it all about?
This year, clients will start to receive a full statement breaking down what they've been charged, and guess what? Platforms are taking different approaches - something Paraplanners and financial advisers alike need to understand and think through the implications for their business and client communications.
Joining us for this Howwow is the lang cat - who have carried out research with a number of platforms to get detail on their approach. Together, we'll look at:
- The key points from the lang cat research of what the main platforms are doing - which you can read here (and we really recommend you read it before the Howwow)
- Discuss the level of control for adviser/paraplanner to determine when statements are run and sent
- What content is in them and how is it presented (we'll be looking at some real examples)
- What happens if a client has assets on different platforms
- Impact on client relationships
- What the press are likely to say about it
Meet the Howwow panel
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We'll be joined by Mike Barrett of the lang cat to explore and discuss the implications. Plus giving the paraplanner perspective are Powwow regulars Richard Allum and Benjamin Fabi.
Our panel will join us on Wednesday 30 January, at 1pm for this hour-long online chat.
Want to ask a question on the topic already? Go on, once you've registered, pop your question under the Q&A section - don't wait for the Howwow, or email us here, or ask in real-time on the day.
Join us by pressing the 'save my spot' button.
When is it?
This Howwow online is on Wednesday 30 January, 1-2pm.Can't make it? Then watch the replay, available just after the Howwow finishes.
Just click the 'save my spot' button.
See you there!
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Continue the chat
If you enjoyed that Howwow, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss a Howwow by...
Signing up for the Powwow Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
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Got a question? Try these answers on for size
How does this Howwow Online thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the Howwow just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the Howwow on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it to the Howwow?
Just sign-in and view a recording of the session whenever it suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the Howwow, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a Howwow topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online Howwows?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
There isn't an upcoming Howwow listed, when will the next one be?
Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.
Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.
Powwows vs Howwows - what's the difference?
Here's the Powwow lingo. Powwows are informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.
Got that? But there's more. Where Powwow gatherings are on a number of topics, Howwows are for those times when we want to focus on ONE topic in particular and, in depth.
Sometimes we meet in person, and sometimes we just like a good chinwag online. Enter Howwows Online.
You can find out more about Powwows or see a full list of all events here.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way to [email protected].
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on Powwow happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
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