Global Client Onboarding for Asset Management


Global Client Onboarding for Asset Management is a conference dedicated to one of the most critical functions for Asset Management firms.

Global Client Onboarding for Asset Management covers topics such as:

  • Onboarding across different products
  • Creating a dynamic and flexible KYC framework
  • Managing financial crime as part of your onboarding commitments
  • Client onboarding across all internal functions and stakeholders
  • Anti-Money Laundering regulatory demands
  • Introduction of fresh capital into markets and asset classes
  • Retail client onboarding for investment products
  • Client relationship management during the onboarding process
  • Increasing digitisation of client onboarding
  • Regulatory outlook: global and regional
  • And much more you will find on our website with the Agenda
  • Best-practice in AML, CTF and sanctions screening

Global Client Onboarding for Asset Management brings together attendees with responsibilities in:

  • On-boarding
  • Client/Institutional/Regulatory Onboarding
  • Client Implementation
  • Client Lifecycle Management
  • Transactions (GTS- global transaction services)
  • Client Services
  • Compliance Technology
  • Client Data / Reference Data Technology
  • Customer Due Diligence/CDD/EDD
  • Operations & Technology
  • Financial Crimes Compliance
  • Chief Operating Officer (COO)
  • Middle Office
  • Chief Compliance Officer/ Head of Compliance
  • Head of Operations

Future Events

Past Events


Please, check the official conference website for possible changes, before you make any traveling arrangements

Prices are for evaluation only.

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