Stay informed and connected with the latest developments in the Client Asset (CASS) landscape. Our CASS Events page highlights key industry conferences, webinars, training sessions, and regulatory roundtables focused on client money and asset protection. Whether you're looking to deepen your technical knowledge, hear from FCA speakers, or share best practices with peers, this is your hub for upcoming opportunities. We feature both in-person and virtual events relevant to compliance professionals, operations teams, and senior leaders. Bookmark this page to stay ahead of CASS developments and ensure your firm remains aligned with evolving expectations.
The largest and longest-running independent CASS conference for updates on CASS audits, outsourcing, safeguarding, change management, FCA updates, and much more!
TISA’s 11th Annual CASS Conference brings together leading industry practitioners and financial services auditors to discuss the latest regulatory developments and key CASS compliance requirements. The conference will provide a platform to hear from and engage with experts regarding key issues concerning client money and assets, including the latest market trends and CASS challenges.
The PIMFA CASS Working Group brings together industry professionals to share insights, address common challenges, and engage with regulators on client asset protection. It serves as a collaborative forum to promote best practices, influence policy development, and support compliance across the wealth and investment management sector.
