Adam Samuel

Επαγγελματικός Τίτλος:

Lawyer & Independent Financial Services Professional

Τομείς Εξειδίκευσης:

Χρηματοοικ. Ασφαλιστικά Τραπεζικά

Πληροφορίες Εκπαιδευτή

Adam combines qualifications as a barrister and attorney in England and the US respectively with those for an advanced financial adviser and compliance adviser. He trains, writes about and fixes the customer-facing problems faced by firms and regulators in the UK, EU and other parts of the world. He also wrote the only UK book on financial services complain handling now in its second edition.

ΤΙΤΛΟΙ ΣΕΜΙΝΑΡΙΩΝ ΠΟΥ ΕΧΕΙ ΔΙΔΑΞΕΙ
  • Handling Client Complaints – for Investment, Banking and Insurance Businesses

  • Financial Promotion and Appropriateness

Τρέχοντα Σεμινάρια
Handling Client Complaints for Investment, Banking and Insurance Businesses

The appropriate handling of complaints marks out financial institutions and firms as being concerned to improve their relationships with their customers and the...

14/06/2024 09:00

5 ώρες (1 ημέρα)

Αγγλικά

Live Online

Προγενέστερα Σεμινάρια
Ολοκληρώθηκε
Handling Client Complaints for Investment, Banking and Insurance Businesses

The appropriate handling of complaints marks out financial institutions and firms as being concerned to improve their relationships with their customers and the...

15/02/2024 09:00

5 ώρες (1 ημέρα)

Αγγλικά

Live Online

Ολοκληρώθηκε
Handling Client Complaints for Investment, Banking and Insurance Businesses

The appropriate handling of complaints marks out financial institutions and firms as being concerned to improve their relationships with their customers and the...

23/11/2023 09:00

5 ώρες (1 ημέρα)

Αγγλικά

Live Online

Ολοκληρώθηκε
Product Governance under MiFID and IDD

Product governance is probably the most important new subject area for financial services professionals in the EU. It finally entered the regulatory vocabulary ...

07/11/2022 09:00

5 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
Handling Client Complaints for Investment, Banking and Insurance Businesses

The appropriate handling of complaints marks out financial institutions and firms as being concerned to improve their relationships with their customers and the...

18/10/2022 09:00

5 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
Financial Promotions and Appropriateness

Everyone wants to know how to put their product or service out in front of future customers in a multi-channel world. It is also a world where the European Secu...

20/09/2022 09:00

5 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
Handling Client Complaints for Investment, Banking and Insurance Businesses

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

14/06/2022 09:00

5 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
Product Governance under MiFID and IDD

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

03/05/2022 09:00

5 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
Financial Promotions and Appropriateness

Everyone wants to know how to put their product or service out in front of future customers in a multi-channel world. It is also a world where the European Secu...

04/04/2022 09:00

5 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
LIVE ONLINE WEBINAR - Financial Promotions and Appropriateness

Everyone wants to know how to put their product or service out in front of future customers in a multi-channel world. It is also a world where the European Se...

08/11/2021 10:00

5 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
LIVE ONLINE WEBINAR - MiFID II Product Governance

Product governance is probably the most important new subject area for financial services professionals in the EU. It finally entered the regulatory vocabular...

18/10/2021 10:00

5 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
LIVE ONLINE WEBINAR - Financial Promotions, Appropriateness and Product Governance

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

18/10/2021 10:00

10 ώρες (4 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
LIVE ONLINE WEBINAR - Handling Client Complaints and Treating Customers Fairly

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

07/10/2021 05:05

5 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
LIVE ONLINE WEBINAR - Handling Client Complaints and Treating Customers Fairly

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

24/06/2021 10:00

5 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
LIVE ONLINE WEBINAR - Financial Promotions, Appropriateness and Product Governance

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

06/04/2021 10:00

10 ώρες (4 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
LIVE ONLINE WEBINAR - Promoting Financial Products, Appropriateness and Non-Advised Transactions

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

09/03/2021 10:00

5 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
LIVE ONLINE WEBINAR - Financial Promotions, Appropriateness and Product Governance

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

14/09/2020 09:00

10 ώρες (4 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
FREE ONLINE WEBINAR - CYSEC Measures in Relation to Marketing, Distribution and Sale of CFDs

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

08/07/2020 17:00

1 ώρες (1 ημέρα)

Αγγλικά

Live Online

Ολοκληρώθηκε
LIVE ONLINE WEBINARS - Financial Promotions – from Billboards to Digital Media – across Europe and Beyond

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

11/05/2020 10:00

6 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
LIVE ONLINE WEBINAR - Treating Customers Fairly and Handling Complaints in Financial Services

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

06/05/2020 10:00

6 ώρες (2 μέρες)

Αγγλικά

Live Online

Ολοκληρώθηκε
FREE ONLINE WEBINAR - Assessing Appropriateness

The EIMF Live Online Learning ExperienceEIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoy...

29/04/2020 16:00

1 ώρες (1 ημέρα)

Αγγλικά

Live Online