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Information for the General Public

How to choose an investment manager

Questions to ask an investment manager

Understanding investment risk



Annual Conference

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A residential investment conference is held in May allowing members to have an opportunity to exchange views on markets and methods. Former guest speakers have included Sir David Tweedie, chairman of the International Accounting Standards Board, David Kenmir, managing director, regulatory services, Financial Services Authority and Walter Merricks, chief ombudsman, Financial Ombudsman Service. The programme is designed to be educational on specific investment topics and practice management.

The 2008 annual conference sponsors were: