TISA

Dakota House, 25 Falcon Court, Preston Farm Business Park, STOCKTON-ON-TEES, TS18 3TX.
+44 (0) 1642 666999
engagement@tisa.uk.com

TISA is a not-for-profit membership association operating within the financial services industry. We represent the interests of over 145 member firms involved in the supply and distribution of savings and investment products and services. 


TISA has a highly successful track record in working cooperatively with government, regulators, HMT, DWP and HMRC to improve the performance of the industry and the outcomes for consumers. Policy and regulation continues to be the major focus for our members with regard to corporate responsibility. 

TISA and its members’ remit is evolving into a clearer focus on pro-active consultation in the regulatory world in order to influence policy and associated regulation before its creation, rather than reacting to issued policy directives. This will help to ensure a more considered policy creation from the authorities. 

Please see what we dowho's whobenefits of membership and a list of member firms for more information. 

If you would like information on how to become a TISA member, please click here and provide us with information with regards to the nature of your company, the location and number of employees etc.

17 Event(s) Ordered by

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12 Dec 2017 12:30 - 16:30 - Conferences & Seminars
Our seminar programme of expert speakers and industry leaders will explore the key challenges – and opportunities – ahead, offering the potential direction your firm could take to tackle these head on.

CPD: Not Stated / Price: Price available upon application / Location: London, UK


31 Jan 2018 12:30 - 31 Dec 2017 16:30 - Conferences & Seminars
Anti-Money Laundering (AML) regulations and the threat of financial crime present major challenges for the financial services industry to achieve effective implementation and ensure ongoing compliance. There are important questions the industry needs to address to protect their firms and protect their customers - What do we need to do? How do we do it? How can we achieve and demonstrate compliance? At this timely seminar, attendees will hear from industry leaders on how they approach and tackle these problems from a practical view point.

CPD: Not Stated / Price: Price available upon application / Location: London, UK


31 Jan 2018 09:30 - 17:00 - Training & Workshops
Join us for this interactive one-day course. You’ll learn how to truly place your customer at the heart of your product policies and develop the framework that allows you to prove to the FCA you did so.

CPD: 6 Hours / Price: Price available upon application / Location: London, UK


05 Feb 2018 09:00 - 16:30 - Conferences & Seminars
This full day event focussing solely on the ISA will provide the current view from both HM Treasury and the industry on their experiences of the recent ISA changes. Attendees will learn what customers and statistics are telling the industry alongside key developments in ISAs over the last 18 years in both structure and service delivery improvements, and where next for the ISA.

CPD: Not Stated / Price: Price available upon application / Location: London, UK


07 Feb 2018 12:45 - 16:00 - Training & Workshops
The new EU Regulation on personal data goes live in May 2018 along with other regulations affecting financial firms including the 4th Money Laundering Directive and second Payment Services Directive. Are you ready to guide your firm through implementation?

CPD: 3 Hours / Price: Price available upon application / Location: London, UK


22 Feb 2018 09:30 - 17:30 - Training & Workshops
Join us for this informative one-day course. You’ll learn about the documentation and processes you need to safeguard your clients (and demonstrate your high standards to the regulator).

CPD: 6 Hours / Price: Price available upon application / Location: London, UK


28 Feb 2018 09:30 - 17:00 - Training & Workshops
You need to make it easy for customers to complain. What an aggrieved customer hates more than anything is a complaints process that’s opaque, complicated and onerous. The regulator couldn’t agree more.

CPD: 6.5 Hours / Price: Price available upon application / Location: London, UK


01 Mar 2018 - Conferences & Seminars
Speakers and topics will be provided soon

CPD: Not Stated / Price: Price available upon application / Location: London, UK


Dates available on application - Training & Workshops
This TISA training course has been designed to provide staff with an overview of the key facts relating to Junior ISAs. The content of the session will be suitable for those who are already familiar with existing ISA administration and will now be administering these ISAs for children. It will concentrate on the parts of the ISA Regulations that apply uniquely or differently to Junior ISAs.

CPD: Not Stated / Price: £200.00 / Location: To Be Advised


Dates available on application - Training & Workshops
This session will be delivered by Dave Beaston. Dave has many years experience within the financial services industry, having worked previously in both sales and compliance. He has delivered training courses on all areas of ISA administration for TISA since 2004.

CPD: 2 Hours / Price: Price available upon application / Location: UK


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