“How to protect yourself from potential future claims”

By attending this event, delegates will be able to describe:

• how claims can arise even where there is no obvious fault on the part of the adviser
• Importance of written records of conversations/fact finds etc
• Engagement letters esp. detailing scope of services
• Fact finds and evidencing reasons for recommendations
• Products which are recommended
• Whose responsibility it is to conduct future reviews

Handouts and notes will be provided at the talk.

A light buffet lunch and refreshments will be available from 12.15 with the seminar starting at 1p.m. for an hour.

The Nottingham Insurance Institute charges for non-attendance at all CPD events. If you do find that you are unable to attend, we ask that you give us at least 4 working days notice that you are no longer able to attend.

Please note, if you fail to let us know before this deadline, we will need to charge a £30.00 (inc. VAT) non-attendance fee to cover the cost of catering, booking arrangements and denial of your place to other members.

All cancellations must be received by email and you will receive confirmation of your cancellation. You may also nominate a replacement if you are unable to attend. By proceeding with the registration you agree to these terms and conditions.

If you have any special requirements, be these of a dietary, disability or religious nature, please respond to your booking confirmation email with the details.

To view our image and video capture consent statement, please click here.