02
Feb
2021
Dormant Assets Scheme: A new option for your 'gone away' clients
14:00
Retail investors sometimes become detached from their investment accounts as time goes on and life progresses - those long-term investments aren't always front of mind. Investment firms have a number of existing ways of limiting the impacts when this happens. However, the Government has announced its intention of expanding the Dormant Assets Scheme to the investment sector, which provides a new long-term option for firms.
Join this webinar to gain insights on:
- How the Dormant Assets Scheme works and the ways in which the money is put to good use
- The role of the Reclaim Fund Limited and how firms can engage
- How the 'IA's Principles for Tracing Gone Away Customers' will grow in importance
- Options for firms in tracing, verification and reunification