Live Webinar - Transaction Costs Explained - How Charges Impact Your Client Conversation

The regulatory intent of MIFID II was to enable investors to see and fully understand all the costs involved in investing in a fund. With this in mind Graham Findlay will investigate the factors and methodologies impacting the calculation of the explicit and implicit elements of transaction costs

During this session the presenter will provide the following learning objectives:

• Understand the key elements required under MiFIDII cost disclosure requirements
• Investigate the difference between 'explicit' and 'implicit' cost and charges within the transaction costs
• Understand the 'arrival price' methodology when calculating implicit costs

Graham Finlay – Bio:

Graham works within the Strategic and Technical team at BMO Global Asset Management. Graham’s role is responsible for building relationships with BMO’s key distribution partners and the underlying IFA community across the Northern region of the UK. Graham has more than 20 years’ experience in the Investment Management industry, the last 15 years working with BMO. Prior to his current role, Graham worked with both Edinburgh Fund Managers and Scottish Widows.

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