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AIWM Regulatory & Compliance Update and AIWM Compliance Masterclass

Join us in our final instalment of the AIWM Regulatory & Compliance Update series, with keynote speakers from UBS, Ingenia Consultants and KPMG Singapore as we bring you the key trends on sustainable investing, latest regulatory changes as well as the tax considerations and updates for our industry. Hear and get clarifications from subject matter experts as we help you to navigate the ESG space and compliance environment confidently.

AIWM Regulatory & Compliance Update

Event Details

Date: Wednesday, December 6, 2023
Time: 10:00 am – 1:30 pm
Venue: UBS Auditorium, Level 5, 9 Penang Road, Singapore 238459

Programme

10:00 AM Registration – Light refreshments will be provided
10:15 AM Welcome Remarks
10:30 AM Sustainability: Regulations, Ratings, Labels – What we need to be aware of by Mario Knoepfel, Executive Director, Head Sustainable Investing Advisory, Asia-Pacific, UBS Global Wealth Management
11:00 AM Regulatory & Compliance Updates by Rolf Haudenschild, Co-founder, Ingenia Consultants Pte Ltd
11:30 AM Tax updates and what we should expect going forward by Pearlyn Chew, Partner, Real Estate and Asset Management, Family Office & Private Clients, Tax, KPMG Singapore
12:00 PM Lunch & Networking
1:30 PM Event Ends

Keynote Speakers

Mario Knoepfel

Executive Direction, Head Sustainable Investing Advisory, Asia-Pacific
UBS Global Wealth Management

Pearlyn Chew

Partner, Real Estate and Asset Management, Family Office & Private Clients, Tax
KPMG Singapore

Rolf Haudenschild

Co-founder
Ingenia Consultants Pte. Ltd

AIWM Compliance Masterclass [Fully Booked]

Exclusive for Compliance Professionals of Ordinary Member Firms

We hear you! We have partnered with Ingenia Consultants to curate a dedicated workshop for Compliance professionals to explore the challenges and best practices when opening bank accounts with private banks for customers of External Asset Managers. 

The AIWM Compliance Masterclass will provide an overview and insights to the onboarding process, followed by interactive case studies where the participants can share your experiences and jointly build expertise to facilitate your compliance work moving forward.

Come join us in our AIWM Compliance Masterclass, to keep up with the latest developments and stay ahead of the curve. 

Event Details

Date: Wednesday, December 6, 2023
Time: 1:30 pm – 4:30 pm
Venue: UBS, Raffles & Temasek Training Rooms, Level 5, 9 Penang Road, Singapore 238459

Programme

1:30 PM Registration
1:35 PM Welcome Remarks
1:45 PM Client Onboarding Journey by Rolf Haudenschild, Co-founder, Ingenia Consultants Pte Ltd
2:15 PM Breakout Session
3:00 PM Tea Break
3:30 PM Build Expertise & Sharing
4:30 PM Event Ends

Note: 

Participants are to bring your own laptops for the interactive case studies activity.

Important Notes:

1) A SGD150.00 no-show penalty fee per person is applicable for this event.
2) Only compliance professionals from Ordinary Member firms are eligible to register for the AIWM Compliance Masterclass
3) By registering for this event, you agree and consent to AIWM’s Privacy Policy.

This event is for Associate / Ordinary members only.

Date

Dec 06 2023

Time

10:00 AM

Location

UBS Auditorium
9 Penang Rd, Singapore 238459

Organizer

AIWM Singapore
REGISTER
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