Compliance & Risk Management Summit | Pricing & Discounts

CONFERENCE INVESTMENT
SAVE $300
(register by Mar. 30)
SAVE $200
(register by Apr. 27)
REGULAR
Conference ONLY $1,595 $1,695 $1,895

Conference + Workshop
(BEST VALUE)

$1,890 $1,990 $2,190
Workshop ONLY $395 $395 $395
HOW TO REGISTER
E-mail This e-mail address is being protected from spambots. You need JavaScript enabled to view it Phone 1-866-298-9343 (Toll-Free)
Mail Strategy Institute
401 Richmond St. West, Suite 401
Toronto, Ontario M5V 3A8

ATTEND FOR FREE

Send 3 delegates and
the fourth delegate
attends for free

 

Regular Investment: $1,895 (Plus 13% HST)

The registration fee for the 14th Annual Compliance & Risk Mangement Strategies Summit for Portfolio Managers and Fund Managers is $1,895.00 (plus 13% HST). This investment includes luncheon, re- freshments, networking breaks, continental breakfast, and original course materials. Payment is required in advance and can be made by company cheque, VISA, MasterCard, or American Express. Please make cheques payable to Strategy Institute Inc.

Group Discount:

A Group Discount is offered for this conference. To be eligible for the GROUP DISCOUNT, 4 delegates must register at the same time. The total discount per delegate will amount to 25% off the regular rate of investment. Group discounts are applied on the regular investment rate ONLY and not on early bird rates or already reduced rates.

Note on VIP Codes:

If you are in receipt of a VIP Code please note that discounts are applied on the regular investment rate and NOT on early bird rates or already reduced prices.Additionally, VIP Codes MUST be used upon registration. VIP Codes received after registration are not applicable.

Cancellations:

Cancellations must be received in writing by May 30th, 2012. You will be eligible for a prompt refund less a $495.00 (plus HST) administrative fee. If you register for the program and do not attend, you are liable for the full registration fee unless you cancel according to the terms stated above. If you are unable to attend, delegate substitution is permitted up to, and including, the day of the conference.

Conference Code: 112014

Disclaimer: Strategy Institute reserves the right to change or adjust the agenda without notice.

Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permitting entry. There is no refund payable with respect to anyone refused entry. Any information obtained at the conference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference. Evening Social Activities: Please drink responsibly. Strategy Institute shall not be liable for any consequential damages and/or personal injuries caused by excessive or irresponsible alcohol consumption.

Sponsors

  • Gold Sponsor:
    Smarsh, Compliance and Risk Management Summit Sponsor
  • Gold Sponsor:
    Ethidex, Gold Sponsor for Compliance and Risk Management Summit
  • Silver Sponsor:
    Traductions Serge Bélair Inc, Silver Sponsor for Compliance and Risk Management Summit
  • Exhibiting Sponsor:
    Outsourced Project Management Office, Exhibiting Sponsor for Compliance and Risk Management Summit

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Compliance & Risk Management Summit

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Related Event

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Registration Reform Summit

ABOUT THIS CONFERENCE:

The Compliance and Risk Management Strategies Summit for Portfolio Managers and Fund Managers is a forum that provides the latest regulatory developments and best compliance strategies for asset management firms.

This senior level conference was developed with the thoughtful input of industry leaders. In an exclusive setting, senior stakeholders connect with their peers to exchange best practices, build referrals, and enhance governance.

ABOUT STRATEGY INSTITUTE:

Strategy Institute is proud to be a leader in delivering timely knowledge and best practices to the finance sector and business community for 15 years. We strive to strengthen the foundation of Canada’s legal and regulatory framework with annual conferences such as “Registration Reform Summit,” “Compliance Readiness Strategies,” “The Evolving Role of the Registration Officer,” “Point of Sale for Mutual Funds,” “Compliance and Risk Management Strategies Summit for Portfolio Managers and Fund Managers,” and many more.