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Bankhall runs roadshows

Bankhall is running a series of roadshows for its Investment Strategies Limited members to ease them through the procedure of becoming directly authorised.

Bankhall recently closed its ISL network. It is expecting over 300 of its 376 appointed representative firms to attend the tour, which starts on March 15. It will visit Ascot, Mere, Harrogate, Coventry, Horsham, Southampton, Chepstow, Newmarket, Gleneagles, London, Belfast and Exeter.

The roadshows, run by members of Bankhall’s compliance and business development teams, have the approval of the FSA, which has produced two pieces of literature for the programme – a question and answer document on the application process and a guide on how to avoid delays with applications.

Sales director Tony Murrell says: “We are delighted to have received the support of the FSA during this time. We are aiming for continuity from ISL and, if applications are submitted that are open and honest, and in a full fashion, we believe firms can leave ISL on May 31 and be fully authorised and operational by June 1.”Positive Solutions’ seminars, p24


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