A safeguarding reality check: Learnings from the first six months

In partnership with AutoRek, this webinar explored the first six months of the CASS 15 safeguarding regime, examining how firms adapted to the new requirements, the challenges they faced and the progress made.

The session covered readiness, governance and audit preparation, improving reconciliation through better data and technology, the role of AI and human oversight, and what firms needed to consider as they looked ahead to 2027.

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