Join us in person on March 5, 2026, for the IOMWFSA AGM—catch up, chat, and plan ahead! It’s a great chance to catch up, share ideas, and be part of the community. Event Details: Where: The Claremont HotelDouglas, Douglas When: Thursday, Mar 5 from 8 am to 10 am Don’t miss out on … IOMWFSA – AGM – 05/03/2026
The Isle of Man Wealth & Fund Services Association is delighted to invite you to the launch of our new marketing campaign. Event Details: Date & Time: Thursday 25th September, 4:30 – 6:30pm Venue: The Embassy Room, The British Pub This event is an opportunity to connect with peers and hear more about our … IOMWFSA Marketing Campaign Launch
We will be holding a regulatory workshop for members, hosted by Sinead O’Connor of DQ Advocates, on 27 June to look at business risk assessments, customer risk assessments and technology risk assessments. Further details to follow in due course.
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 Thursday 14 December Presentation will begin at 4.30pm and cover: A brief introduction to ESG Key ESG trends for Funds ESG Funds & Structures High level overview of reporting … ESG presentation with KPMG and Christmas Drinks
The IOMWFSA & CISI Isle of Man committee would like you to join us, fellow members and guests for what is set to be a fantastic evening at this year’s Annual Dinner taking place at Comis Hotel & Golf Resort on Friday 13th October. The Annual Dinner is our principal social occasion and our flagship … Black Tie Dinner 2023 – Tickets Now on Sale
We are hosting a breakfast event at 8.30am on Thursday 4th May at 1886. During the event the Isle of Man Financial Services Authority will provide a presentation on Isle of Man Exempt Schemes. Following the presentation tea, coffee and breakfast baps will be served and there will be an opportunity to network. Tickets are … FSA Presentation
We will be holding our annual general meeting (“AGM”) for members on Tuesday 18 April to formally elect the new committee and approve our 2022 accounts. We are very pleased to be proposing Cath Griffiths (Country Head, Apex) and Claire Whitelegg (Head of Compliance and Risk, FIM Capital) as our new Co-Chairs. Contact [email protected] for … 2023 AGM
On 16 September, over 130 professionals met at the Comis for the Chartered Institute for Securities and Investments (CISI) and the Isle of Man Wealth and Fund Services Association (IOMWFSA) Annual Dinner. Attendees may have been expecting a ‘normal’ annual dinner with after dinner speaker, it was therefore a welcome surprise to be joined by … IOMWFSA & CISI Dinner 2022
We would like to draw your attention to the Isle of Man Government conference that is taking place on 20th and 21th September at the Villa Marina, Douglas. We understand that the intention of IOMG is to present their proposed strategy for government in a number of key areas so that the public can comment … IOM Government Conference
IOMWFSA & CISI Isle of Man Branch Dinner The event will be held on Friday 16 September 2022, Commis Hotel & Golf Resort Mount Murray Dr, Douglas, Isle of Man IM4 2HT, Isle of Man. The dress code for the evening is black tie or national dress. This is our principal social occasion of the … Join Us for Our Annual Dinner
Originally published by Appleby Isle of Man 30 June 2022 The global cannabis industry has grown rapidly in recent years as a number of jurisdictions have liberalised cannabis regulation and trade in cannabis products. The global cannabis market is predicted to experience a compound annual growth rate of 15% to 30% over the next five … Appleby – GETTING INTO THE WEEDS: ISLE OF MAN REGULATION OF GLOBAL CANNABIS INVESTMENTS
We were sorry to postpone our AGM and lunch event with the Minister for Enterprise before Christmas due to rising covid case numbers. We will hold the postponed AGM part of the event on Tuesday 8 February to formally elect the new committee and approve the 2021 accounts. The notice and committee election form are … Postponed AGM
We would like to thank all the firms who very generously donated to the raffle held in aid of Beach Buddies at the Black Tie Dinner held on 23 July which raise over a thousand pounds for this very worthy cause. Beach Buddies (Charity No. 1267) was first started in 2006 by Bill Dale and … Beach Buddies
A very big thank you to DQ’s Sinead O’Connor who presented a webinar to members looking at the FSA’s new AML/CFT Handbook issued earlier this Summer. The slides are now available here
The FSA has released a revised handbook to the Anti-Money Laundering and Countering the Financing of Terrorism Code 2019 and sector specific guidance for funds and fund functionaries. Members of the Association regulatory sub-committee reviewed drafts of the sector specific guidance, provided comments and met with the FSA to discuss. Sector specific guidance for investment … Sector Specific AML/CFT Guidance
We were delighted to hold our joint dinner with the Isle of Man Branch of the CISI on Friday 23 July 2021 at the Comis Hotel, after various delays due to Covid-19. Guests enjoyed speeches from the Island’s Chief Minister Howard Quayle MHK and the founder of Beach Buddies Bill Dale BEM. Special thanks to … IOMWFSA & CISI Dinner 2021
We are delighted to announce details of our rescheduled Black Tie Dinner to be held at the Comis Hotel in conjunction with CISI, Isle of Man Branch. The dinner was originally scheduled for May 2020 but was sadly postponed due to the global pandemic. With restrictions now lifted and the vaccine program well underway, we … Black Tie Dinner – 23 July
On Thursday 17th December the Isle of Man Wealth and Funds Association (“IOMWFSA”) hosted their annual general meeting at the Claremont Hotel, hearing presentations from the newly appointed Chair of the Finance Agency, Sue Preskey, Simon Pickering of the Finance Agency and Andrew Kermode of the Financial Service Authority. The IOMWFSA is a unique industry … 2020 AGM
The Isle of Man Financial Services Authority has issued thematic feedback on Exempt and Exempt Type Schemes, which can be found here. This document is applicable to all licenceholders undertaking Class 3(11)/(12) regulated activities and complements and supports the Exempt scheme guidance that was issued last year.
We are really pleased to have been able to hold some Morning Chatter breakfasts events in 2020 despite the lockdown, this year saw: – January – Chris Corlett of Manx Business Solutions on electronic signatures – February – Chris Kelly of Ernst & Young on economic substance – September – Ewan McGill of KPMG on … Morning Chatters
Finance Isle of Man and the Isle of Man Wealth and Funds Association co-hosted the Breakfast Briefing at this year’s Emerging Managers Forum Europe 2020, which was in the form of a digital conference. Head of Insurance and Pensions for the Finance Agency, Simon Pickering, was joined by Andrew Dawson of Ocorian Funds Services (IOM), … Emerging Managers Forum Europe 2020
Together with Finance Isle of Man, we will be co-hosting the Breakfast Briefing at this year’s Emerging Managers Forum Europe 2020, which will be in the form of a digital conference this year on 23 September and the surrounding fortnight. Head of Insurance and Pensions for the Finance Agency, Simon Pickering, will be joined by … Emerging Manager Forum Europe
We are pleased to announce the date for our rescheduled black tie dinner – Friday 7 May 2021 We unfortunately had to postpone our joint dinner with the Isle of Man branch of CISI due to covid-19 restrictions, so please save the date for what should be a fantastic evening. Further details to follow
We had planned to hold our annual dinner in conjunction with CISI on 15 May at the Comis Hotel but have unfortunately had to postpone this event, given covid-19 restrictions. Further information about a rescheduled dinner to follow.
IOMWFSA Annual Dinner 2019
The Isle of Man Wealth and Fund Services Association is pleased to announce the new committee
