Isle of Man Wealth & Fund Services Association

06/12/2023

plus Christmas drinks!

24/11/2023

We are delighted to welcome Adam Creamore, ESG Senior Manager at KPMG to talk about ESG and funds before enjoying some festive drinks at 1886 on 14 December.

Presentation will begin at 4.30 and cover:

➡️A brief introduction to ESG
➡️Key ESG trends for Funds
➡️ESG Funds & Structures
➡️High level overview of reporting trends

Afterwards please stay for networking over Christmas drinks 🍻🥂

This event is free for our members!

Tickets available here

plus Christmas drinks!

20/04/2022

The Isle of Man Wealth and Fund Association are hosting a Networking and Update Event, and would be delighted if you could join us as our guest on 28th April 2022.

The event will be held at 1886, from 5PM to 7PM, with a selection of canapes and beverages, along with presentations from the Minister of Enterprise, Dr Alex Allinson MHK, and Alan Smith, providing insight into the future of our industry.

Dr Allinson will provide an update on the Island Plan, with particular focus on the finance sector.

Alan, who has been working with the Association and conducted an Isle of Man Funds Review, will present the findings from his report, including the initiatives and strategic objectives for the future.

We hope you can attend and would encourage all our members and associates to attend what will be our first “real” networking event for quite some time.

Tickets can be acquired for free (click the link below), please invite your colleagues.

Join the Isle of Man Funds & Wealth Association for an industry update and networking event.

20/03/2022

Views are being sought on how residents and businesses in the Isle of Man respond to threats posed by bribery and corruption.

A consultation is under way aimed at gathering feedback on the draft Anti-Bribery and Corruption Strategy and can be found here: https://consult.gov.im/cabinet-office/abcconsultation

The six-week process will conclude on Tuesday 19 April 2022.

Full news release: https://www.gov.im/.../views-sought-on-anti-bribery-and.../

15/12/2021

Given the recent omicron developments, scaling down of events and close proximity to Christmas we have made the difficult decision to postpone the AGM and Lunch to the new year.

Apologies for the late notice - as has been the case throughout the pandemic, things are moving very quickly and we now feel it is the right thing to do.

Details of a new date will be released in due course and tickets will be rolled over. Alternatively, if you would like a refund please email [email protected] and we will be very happy to arrange this.

Wishing everyone all the best for a safe and healthy Christmas and New Year.

IOMWFSA Committee

07/12/2021

Please join us next week

2021 IOMWFSA AGM with Minister for Enterprise Dr Alex Allinson MHK

29/11/2021

Tickets are on sale now for our AGM and lunch being held on 16 December where we will be joined by the new Minister for Enterprise Dr Alex Allinson MHK who will be speaking on the opportunities for the Isle of Man in the finance sector based on the recently released Island Plan and KPMG report.

2021 IOMWFSA AGM with Minister for Enterprise Dr Alex Allinson MHK

12/10/2021

Reminder: this webinar is taking place tomorrow

29/09/2021

We are delighted to be welcoming DQ's Sinead O'Connor to lead a webinar looking at the FSA's new AML/CFT Handbook which was issued earlier this Summer.

The webinar is free to members and will be held over Teams on Wednesday 13 October at 2.30pm. Please sign up here

27/07/2021

We were very pleased to finally host our joint dinner with the Chartered Institute of Securities and Investment (CISI) on Friday after various Covid delays. Thank you to our sponsors Nedgroup Investments, our venue Comis Hotel, photographer Matt Mosur Photography, speaker Bill Dale of Beach Buddies Isle of Man and all those of donated raffle prizes.