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Categories of Membership and how to Apply

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Information for the General Public

How to choose an investment manager

Questions to ask an investment manager

Understanding investment risk



Regional Meetings

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These meetings are usually hosted by member firms and are held six-monthly in spring and early autumn. The primary purpose of the meetings is to encourage stimulating discussion of investment and regulatory issues. Members who choose to attend regional meetings, the conference and the winter general meeting therefore have the opportunity to meet approximately quarterly.