FourthLine Advisory Services

We are proud to have launched a series of specialist workshops in partnership with the industry's leading experts. We can also deliver any of these in-house, tailoring the session around your organization's unique needs. All of the learning that we offer is designed to empower you to steer your own journey. In line with this approach, take a look at our premier interactive learning journey on the hot topic of CASS where you can choose which modules you would like to register for. 

Through our unrivalled pool of expert talent, we offer on-demand support by providing our clients with access to the industry's best expertise, to help you find solutions to your toughest challenges, or even assist with making critical decisions. Our services are not limited by borders or physical presence; we are evolving with the fast-paced changes in the world of technology, aiming to revolutionise the way that advice has been traditionally accessed. 

We also regularly host a range of events from invite-only breakfast briefings and round table discussions to after-work networking.

Get in touch today to find out how we can help you and your business.

 

Why Attend One Of Our Workshops?

Steer your own experience as a delegate through feeding into the agenda which will be tailored to the specific audience needs
Ensure you achieve your desired goals with the help of our Performance Advisory Consultant who will have a confidential discussion with you before and after the workshop
Build on your current knowledge and skill-set by sharing best practices from around the globe, with the industry’s leading experts, who are ready to share both their successes and failures
Expand your network through meeting like-minded professionals in an open environment based on innovation and collaboration
Understand how you can add value to your business as well as how to articulate this
Prepare to be stimulated and taken out of your comfort zone by engaging in intellectual discussion
Embed realistic and achievable takeaways upon returning to your organization, centered around the leading firm’s most successful models and tools
 
 

Upcoming Events

Expand Your CASS Mind 2019 | Interactive Learning Journey | Select Your Modules

All of the learning that we offer is designed to empower you to steer your own journey. In line with this approach... More

CASS | Effectively Managing Your Reconciliation Process | Workshop

FourthLine present an opportunity to attend an intimate workshop facilitated by a leading Subject Matter Expert from the... More

Senior Managers and Certification Regime: Understanding the Impact For Your Business | Manchester

FourthLine present an opportunity to attend an intimate workshop facilitated by a leading Subject Matter Expert from the... More

CASS | Developing Third Party Administrator Oversight Best Practice | Workshop

FourthLine present an opportunity to attend an intimate workshop facilitated by a leading Subject Matter Expert from the... More

CASS | Managing and Controlling Your CASS Audit | Workshop

FourthLine present an opportunity to attend an intimate workshop facilitated by a leading Subject Matter Expert from the... More

Senior Managers and Certification Regime: Understanding the Impact For Your Business | London

FourthLine present an opportunity to attend an intimate workshop facilitated by a leading Subject Matter Expert from the... More

Improving Your Management of CASS Breach Remediation | Workshop

FourthLine present an opportunity to attend an intimate workshop facilitated by a leading Subject Matter Expert from the... More

Understanding Conduct Risk | FX Markets | Workshop

FourthLine present an opportunity to attend an intimate workshop facilitated by a leading Subject Matter Expert ... More

Understanding the Role of XVA in Managing Risk | Workshop

FourthLine present an opportunity to attend an intimate workshop facilitated by a leading Subject Matter Expert ... More

SFTR | Top to Tail | The Bigger Picture | Workshop

FourthLine present an opportunity to attend an intimate workshop facilitated by leading Subject Matter Experts from the Financial... More

 

Past Events

Embedding robust Operational Risk Frameworks

FourthLine present an opportunity to join fellow risk professionals in an intimate setting and discuss the ways in which... More

Developing A Vulnerability Strategy To Deliver Fair Customer Outcomes

FourthLine are hosting a breakfast briefing at the Sky Garden, London on Wednesday 17th October at 8am. This is an intimate... More

The importance of strong TPA Oversight related to CASS

TPA oversight has been a focus for the auditors for the last couple of years due to past failings. With this in mind... More

SMCR: Individual Accountability within Investment Management firms

With the implementation of the extended Senior Managers and Certification Regimes (SMCR) expected in 2019... More

Now the hype is over - What's the story post-GDPR?

Are we all ready for the new regime? FourthLine present an opportunity to meet with professionals from diverse industries and... More

How to select & interview high performance Data Protection Officers - Breakfast Briefing

Many of our customers are reporting a lack of experience when it comes to recognising and interviewing high performance Data... More

MINIMUM Salary

£ k