Most advisers will support a client experiencing financial abuse at some point in their career - often without realising that’s what they are seeing. This keynote explores how adviser authorities, joint investment strategies, platform access and client instructions can be weaponised by one party to a relationship. 

Catherine will introduce a financial safety by design mindset that helps advisers spot how investment and trading features can be misused, see why regulators are starting to care, and understand what’s already within your control to protect investors and investments - without expecting you to be a social worker.