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Risk and Regulation

Risk and Regulation

Compliance Confidence: An AML & Onboarding Masterclass

Date: 23rd April 2024

Time: 10:00am - 11:00am

CPD hours: 0.8 hours

Pricing

Non member: £0.00 + VAT

Presenters

Presenter

Dave Norris

About Dave

Presenter

Chris Downing

About Chris
Full Colour Go Proposal by Sage Horizontal

PARTNER WEBINAR

This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.

Objectives

Have you ever found yourself caught in the whirlwind of pricing ambiguity, engagement letter anxiety, and AML confusion during client onboarding?

As the tax year draws to a close, be armed with a suite of tools that not only recalibrates your services to align with your client's goals but also streamlines the entire process from proposal and engagement letter to AML checks.

Ready to transform your client engagement strategy?

Key topics

  • The importance of updating engagement letters for clarity on service scope, fees and compliance, and how to efficiently manage this process.
  • Gain crucial insights into AML and KYC essentials, ensuring rock-solid protection while staying compliant.
  • Uncover the features and benefits of GoProposal, streamlining your client engagement processes for unmatched efficiency.

Who should attend

Accountants & bookkeepers based in the UK

20:20 Innovation members should log in to the website and book this webinar as usual. If you’re not currently a 20:20 Innovation member, you can create a free account to book and access this webinar. Simply press ‘login’ at the top of the screen and then ‘create an account’. Once your account is created, you can return to this page, book the webinar and then enjoy the full 20:20 Innovation CPD dashboard experience. Should you require any assistance, please get in touch. We look forward to welcoming you into the session.

Please note, as this is a partner webinar, by registering for this webinar your contact details will be shared with the 20:20 "partner" for marketing purposes. Click here to view our privacy policy.

Book now

What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials

Please note, as this is a partner webinar, by registering for this webinar your contact details will be shared with the 20:20 innovation "partner" for marketing purposes. Click here to view our privacy policy.