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Your opportunity to purchase past and future Infoline conference and course documentation

Infoline event documentation - bringing you up to date information at your fingertips!

All Infoline event participants receive hard copies of the conference or course notes and documentation at the event.  But if you've missed the date, or you can't make it to one of our excellent events, then the notes are available to purchase using our quick and easy ordering system below.

  • Infoline event documentation contains relevant, up-to-date information to ensure you receive fast and timely access to all the latest changes to your area of interest.  
  • Event documentation typically include a mixture of notes, photos and presentations, with practical advice and tips from leading experts in their field. 

You will find a summary of recent and upcoming events below for which you can purchase documention. Please contact us if you'd like more information, or click on the event links to see more details.

  • 1Documentation selection
  • 2Contact Details
  • 3Confirmation
  • 4Summary
  • STEP 1 of 4
  • Bank Capital, Risk & Reporting
    • Past Events (documentation/papers are available NOW!)
      • Managing Asset Quality Reviews Conference
        Infoline’s European Forum on managing the:

        Asset Quality Review (AQR)

        18 February 2014

        Preparing for the ECB’s "Comprehensive Assessment" Exercises and their Impacts

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Stress Testing for Banks conference
        Infoline's 8th Annual Forum

        Stress Testing for Banks 2014

        19 February 2014

        Assessing the Latest Developments and Best Practice in Stress Testing

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Risk Appetite for Financial Services Conference
        Infoline’s Inaugural

        Risk Appetite for Financial Services Conference

        26 February 2014

        Strategic guidance on implementing and embedding risk appetite across your business

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Key Risk Indicators (KRIs) Conference
        Infoline's Inaugural

        Key Risk Indicators (KRIs) Conference

        27 February 2014

        Practical techniques for selecting, measuring and managing KRIs within your risk appetite framework

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Introduction to CRD IV workshop
        Introduction to

        CRD IV

        18 - 19 March 2014

        Learn the fundamentals of capital, liquidity and risk management under CRD IV

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


      • Stress Testing and Scenario Analysis workshop
        Introduction to

        Stress Testing and Scenario Analysis 2014

        20 March 2014

        The key principles of stress testing and scenario analysis in just one day

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Banking Structural Reform Conference
        Infoline presents

        Banking Structural Reform

        26 March 2014

        Analysing the Impact of Structural Reform, Ring-fencing and Regulatory Oversight on Group Strategy and Business Planning for Banks

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Recovery and Resolution Strategies Summit
        Infoline's

        Recovery and Resolution Strategies Summit 2014

        27 - 28 March 2014

        Addressing the latest regulatory updates on the Resolution and Recovery Directive (RRD), Bain-In provisions and the Bank of England's RRP 2.0

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


    • Future Events (documentation/papers will be available once the event has run)
      • A practical introduction to Conduct Risk Analytics workshop
        A practical introduction to

        Conduct Risk Analytics

        28 April 2014
        etc. Venues, The Hatton, London, United Kingdom

        Techniques for quantifying conduct risk and embedding the benefits in the business

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Impairment Accounting & Modelling Conference

        Impairment Accounting & Modelling Conference

        29 - 30 April 2014
        Radisson Blu Edwardian Bloomsbury Street Hotel

        Understand the latest IASB ED on to the accounting and modelling for Impairment Accounting including loan loss provisioning

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


      • The Financial Services Conduct Risk Forum
        Infoline's 2014 Forum on

        Financial Services Conduct Risk

        29 April 2014
        Radisson Blu Portman Hotel London

        Essential Guidance for Your Organisations Conduct Risk Management

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • CRD IV Implementation Conference Zurich
        Infoline’s 3rd Annual Industry Forum:

        CRD IV Europe 2014

        26 - 28 May 2014
        Zurich, Switzerland, Venue TBC

        Implementing the latest BIS guidance and practical strategies for the Capital Requirements Direcitve

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • V-FI 2014:Valuation of Financial Instruments Conference 2014
        Infoline Presents:

        Valuation of Financial Instruments

        10 - 13 June 2014
        Guoman The Tower Hotel

        This Forum will bring together Europe's leading industry figures to address the latest developments in the valuation of financial instruments

        FKM62674

        £299.00

        £358.80 inc. VAT

        qty


      • Key Risk Indicators workshop
        Making effective use of

        Key Risk Indicators

        18 June 2014
        Central London

        Selecting, Managing, Measuring and Reporting on Key Risk Indicators

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Risk Appetite in Financial Services Workshop
        Infoline presents:

        Risk Appetite in Financial Services

        19 June 2014
        Central London

        Hear the latest regulations and industry guidance on risk appetite

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Risk Culture Workshop

        Risk Culture

        20 June 2014
        Central London

        Strategic guidance on implementing and embedding successful risk culture across your business

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Retail Credit Risk Conference
        The 9th Annual Forum

        Retail Credit Risk 2014

        24 - 26 June 2014
        London, UK, Venue TBC

        Responding to Credit Risk Modelling and Customer Decisioning Challenges

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


      • Advanced Credit Risk Modelling Workshop

        Advanced Credit Risk Modelling,

        30 June - 1 July 2014
        London, UK, Venue TBC

        Enhance Basel models over two in-depth workshop days

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • IT & Cyber Risk Management Workshop
        Effectively Managing

        Cyber Operational Risk

        1 July 2014
        Central London

        Exploring methodologies and appraoches for managing, controlling and mitigating cyber threat and operational risk

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


  • Compliance & Conduct of Business
    • Past Events (documentation/papers are available NOW!)
      • Platform Strategy & Regulation Conference
        The Infoline Forum on:

        2013 Platform Strategy & Regulation

        26 November 2013

        An in-depth look at the latest strategic and regulatory issues

        FKM62668

        £299.00

        £358.80 inc. VAT

        qty


      • RDR Implementation Conference
        The 2013 Provider, Platform & Distribution forum on

        Retail Distribution Review Implementation

        27 November 2013

        Retail Distribution Review Implementation conference will provide you with the latest thinking on regulatory definitions, product developments and distribution strategies.

        FKM62668

        £299.00

        £358.80 inc. VAT

        qty


      • Compliance Management Info & Reporting Training Course
        Hands-on Approaches to Providing Meaningful & Effective

        Compliance Management Information & Reporting

        5 December 2013

        Hands-on approaches to providing meaningful and effective compliance and M.I. reporting for compliance professionals

        FKM62689

        £199.00

        £238.80 inc. VAT

        qty


      • Outsourcing in Financial Services Conference
        The 5th Annual

        Outsourcing in Financial Services Summit 2013

        10 December 2013

        Obtain expert guidance on the entire outsourcing lifecycle - from selecting providers and running an effective procurement process, to recognising and managing FSA/FCA requirements and transitioning between providers.

        FKM62686

        £199.00

        £238.80 inc. VAT

        qty


      • FCA Regulation of Comsumer Credit conference
        Infoline presents

        FCA Regulation of Consumer Credit

        29 January 2014

        Ensure compliance and best practice under the new regime

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Complaints Management in Financial Services Conference
        The 13th Annual Financial Services

        Complaints Management Forum

        24 - 27 February 2014

        This event will particularly look at using complaints data, improving customer services, staying compliant and managing risks associated with complaints management, e.g. outsourcing and online complaints

        Online Documentation

        £299.00

        £358.80 inc. VAT

        qty


      • Fundamentals of COBS Workshop Training Course FCA
        Infoline presents

        Understanding the Fundamentals of COBS

        25 February 2014

        Applying the Conduct of Business Rules (COBS) for Investment Products

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Understanding SYSC training course
        Infoline's

        Understanding SYSC 2014

        18 March 2014

        Understanding SYSC training course

        FKM62755

        £199.00

        £238.80 inc. VAT

        qty


    • Future Events (documentation/papers will be available once the event has run)
      • Outsourcing in Financial Services Workshop
        A Practical Introduction to Managing the Risks of

        Outsourcing in Financial Services

        30 April - 1 May 2014
        Grange Tower Bridge Hotel

        Get to Grips with the Fundamentals of Operational and Regulatory Risk Management in Outsourcing Arrangements.

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


      • Compliance Monitoring and Risk Assessment training course
        A Practical Introduction to

        Compliance Monitoring & Risk Assessment

        21 - 22 May 2014
        Radisson Edwardian Bloomsbury Street Hotel

        Compliance monitoring and risk assessment - demonstrating a 'proactive' approach

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


      • Demonstrating Product Governance Under FCA Traning Course
        Infoline's

        Product Governance Under the FCA 2014

        27 May 2014
        London, UK, Venue TBC

        Demonstrating Product Governance Under the FCA - One Day Workshop Covering Risk, Suitability, Testing , Manufacture and Review

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Financial Promotions Training Course
        A concise introduction to FCA Regulation of

        Financial Promotions

        28 May 2014
        London, UK, Venue TBC

        Best Practice Approaches to Compliant Marketing in Financial Services

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • FCA Rules & Guidance on Inducements workshop
        The FCA Rules and Guidance on

        Inducements

        29 May 2014
        London, UK, Venue TBC

        Ensuring compliance with FCA rules against inducements – hospitality, training, IT help and more…

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Introduction to Retail Conduct Risk under the FCA workshop

        Retail Conduct Risk under the FCA

        24 - 25 June 2014
        London, UK, Venue TBC

        2 Days of Tutorials and Workshops Introducing the Main Principles of Conduct Risk

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


      • Board Responsibilities Under the FCA training course
        Infoline presents

        Board Responsibilities Under the FCA 2014

        24 June 2014
        London, UK, Venue TBC

        Board Responsibilities Under the FCA training course

        FKM62823

        £199.00

        £238.80 inc. VAT

        qty


      • FCA Regulation of Consumer Credit training course
        Infoline presents

        FCA Regulation of Consumer Credit 2014

        27 June 2014
        London, UK, Venue TBC

        FCA Regulation of Consumer Credit training course

        FKM62825

        £199.00

        £238.80 inc. VAT

        qty


      • Intro to FCA Regulation and Compliance Training course
        Introduction to

        FCA Regulation and Compliance

        1 - 2 July 2014
        London, UK, Venue TBC

        Incorporating all recent consultation and changes to introduce the new regulatory architecture

        FKM62754

        £299.00

        £358.80 inc. VAT

        qty


      • Complaints Management in General Insurance Conference
        Infoline's presents

        Complaints Management in General Insurance 2014

        3 - 4 July 2014
        London, UK, Venue TBC

        Compliance, Trends & Systems Best Practice

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Introduction to ICOBS training course
        Infoline presents

        Introduction to ICOBS 2014

        8 July 2014
        London, UK, Venue TBC

        Introduction to ICOBS training course

        FKM62827

        £199.00

        £238.80 inc. VAT

        qty


      • Managing Conduct Risk in General Insurance
        Infoline presents

        Managing Conduct Risk in General Insurance 2014

        9 July 2014
        London, UK, Venue TBC

        A Practical Workshop for FCA Regulated Firms

        FKM62828

        £199.00

        £238.80 inc. VAT

        qty


  • Fund Management Operations, Accounting & Regulation
    • Past Events (documentation/papers are available NOW!)
      • Market Structure Reforms
        Responding to Developments in

        Derivatives Regulation & Market Structure Reforms

        26 - 27 November 2013

        Implementing the New Clearing and Risk Management Requirements of EMIR and Dodd Frank

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • EMIR & MIFIR Reporting, Operations and Compliance
        A Concise Regulatory & Technical Update on

        EMIR & MIFIR Reporting, Operations and Compliance

        28 November 2013

        Tackling the Emerging Operational and Compliance Challenges of EMIR & MIFIR Trade Reporting

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Capital Requirements for Investment Firms
        The 8th Annual Forum

        Capital Requirements in Investment Firms

        28 - 30 January 2014

        Addressing Sector Specific Capital & Risk Management Challenges. This 8th annual Forum is your opportunity to gain access to clarification, experience and solutions to your concerns and issues.

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


      • Investment Trust Accounting, Taxation & Regulation
        The 6th Annual Conference on Closed-End Listed

        Investment Company Regulation, Accounting & Taxation

        25 March 2014

        A practical update for Listed Investment Funds including Investment Trusts, Offshore Investment Companies & Venture Capital Trusts

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Collective Investment Scheme (CIS) Taxation Conference
        The 8th Annual Forum on

        Collective Investment Scheme (CIS) Taxation

        26 March 2014

        A one day annual update on CIS Tax

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


    • Future Events (documentation/papers will be available once the event has run)
      • Introduction to UCITS Fund Administration workshop
        A concise and practical introduction to

        UCITS Fund Administration

        30 April - 1 May 2014
        Radisson Blu Portman Hotel London

        Establish operational best practice, compliance and risk controls

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


      • An introduction to COBS operations
        An introduction to

        COBS Operations

        30 April 2014
        London, UK, Venue TBC

        Practical Application of FCA Rules Through Back and Middle Office Operations

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • MiFID II Conference
        The 2014 European Practitioners' Forum on

        MiFID II

        20 - 21 May 2014
        London, UK, Venue TBC

        An update on the latest position of MiFID and the potential impact for Buy and Sell side firms

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


      • Derivatives Regulatory Reporting Conference
        A Technical & Supervisory Update on

        Derivatives Regulatory Reporting

        17 - 18 June 2014
        London, UK, Venue TBC

        Trade Reporting Obligations - EMIR, Dodd-Frank, LEIs

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


  • Insurance Accounting & Reporting
    • Past Events (documentation/papers are available NOW!)
      • Insurance Telematics Conference
        Infoline presents

        Insurance Telematics 2013

        30 October 2013

        The latest technical and regulatory expertise for the design and use of Telematics for Insurers.

        FKM62652

        £199.00

        £238.80 inc. VAT

        qty


      • Advanced Analytics and Data for Insurance conference
        Infoline’s Industry Forum on

        Predictive Analytics in Insurance

        25 - 27 February 2014

        Achieve commercial advantage using high performance analytics across your business

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


    • Future Events (documentation/papers will be available once the event has run)
      • Retirement Income Solutions Forum 2014
        Infoline's 5th Annual

        Retirement Income Solutions Forum

        27 - 29 May 2014
        Central London

        This event will cover the latest round of regulatory and technical development to affect the retirement income products industry and their effect on product design and distribution.

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


      • Insurance Reporting Technical Update Conference

        Insurance Reporting Technical Update

        19 June 2014
        Central London

        Covering the Latest Solvency II, PRA and other Regulatory and Accounting Changes

        ONLINE documentation

        £199.00

        £238.80 inc. VAT

        qty


      • Solvency II Summit Conference
        8th Annual

        Solvency II Summit

        15 - 16 July 2014
        London, UK, Venue TBC

        Analysis of EIOPA interim measures and FSA ICAS+ regime

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


  • Insurance Actuarial & Risk
    • Past Events (documentation/papers are available NOW!)
      • Motor Insurance Claims Conference
        The 2013 Forum on

        Motor Insurance Claims

        29 - 30 October 2013

        Practical guidance for reducing motor claims and improving profits for insurers

        FKM62644

        £199.00

        £238.80 inc. VAT

        qty


      • General Insurance Pricing Practitioners Forum Conference
        The 5th Annual Practitioners Forum on

        General Insurance Pricing

        25 - 26 March 2014

        Hear leading market players discuss the current and future challenges in Personal and Commercial lines insurance.

        ONLINE documentation

        £299.00

        £358.80 inc. VAT

        qty


    • Future Events (documentation/papers will be available once the event has run)
      • Catastrophe Risk Management conference
        The 4th Annual

        Managing Catastrophe Risk Conference 2014

        25 - 26 June 2014
        London, UK, Venue TBC

        2 day conference covering all the latest technical developments in CAT risk management

        CD ROM documentation

        £0.00

        £0.00 inc. VAT

        qty


        FKM62797

        £299.00

        £358.80 inc. VAT

        qty


  • Marketing, Distribution & Product Development
    • Past Events (documentation/papers are available NOW!)
      • Customer Experience in Financial Services conference
        Practical Guidance on Improving

        Customer Experience in Financial Services

        10 - 12 December 2013

        Addressing the latest customer-centric issues shaping the way financial services firms engage with their customers

        Hardcopy documentation

        £199.00

        qty


    • Future Events (documentation/papers will be available once the event has run)
      • No events available
  • 1Documentation selection
  • 2Contact Details
  • 3Confirmation
  • 4Summary
  • STEP 1 of 4