ADVANCED DISTRIBUTION AGREEMENT DRAFTING BE AN EXPERT! CPD 7 hours

ADVANCED DISTRIBUTION AGREEMENT DRAFTING BE AN EXPERT! CPD 7 hours

A BOUTIQUE COURSE FOR SMALL* INTERACTIVE GROUPS *The capacity of this course is limited to a maximum of 10 delegates Taylor Wessing Invesco Perpetual Mayer Brown Very good course and very professionally delivered. Emma is a great instructor. Fantastic value; learnt a lot about technical aspects of template agreements. Very informative and interactive. Old Mutual Global Investors Osborne Clarke Burges Salmon Clear overviews and lots of time to cover all questions. Really good bespoke course - lots of commercial input. Very informative. Great group size. Very useful discussion. Good materials. Enjoyable experience. The above statements are general recommendations and indicative of average feedback from all of our external & inhouse courses. Advanced Distribution Agreement Drafting be an expert! is new to our external course spectrum and has not yet received any individual feedback. BOUTIQUE COURSES As of 2014, there are 37,715 active funds throughout the EU with total net assets worth 7.3 trillion, a number which has increased from 5.9 trillion in 2013. Each year about 1.1 trillion of these funds assets are being distributed and sold throughout the EU by a variety of financial institutions such as banks, brokers, financial advisers and platforms. Distribution agreements are the backbone of all such sales and distribution activities among the various institutions and therefore play a crucial part in the EU (and international) financial markets. 2

This is an advanced level full-day course and delegates will leave with an in-depth understanding of distribution agreements. This unique and specialist course is aimed at those professionals that have been negotiating and drafting distribution agreements for a number of years and who wish to push their expertise to the next level! ADVANCED DISTRIBUTION AGREEMENT DRAFTING BE AN EXPERT! Length 1 Day Content With a foundation of understanding the types of services, the business, the risk profile and the nature of distribution agreements, this course provides an indepth analysis of the key clauses in distribution agreements, and focuses on teaching delegates how to draft each clause in a practical commercial context in light of regulatory requirements. The topics of this course include: 1. Distribution Services; 2. Understanding the distributor s business; 3. New distributor appointment; 4. Understanding the risk profile; 5. Distribution Agreement Review in-depth analysis of drafting each clause in a distribution agreement; and 6. Before, after and hot topics! CPD Points 7 Fee 1,390 Catering Refreshments and Lunch Maximum Delegates 10 Delegate Participants This course is suitable for experienced financial services professionals (whether you are a lawyer in-house or in private practice, or a business employee) Materials Comprehensive and up to date course notes provided Venue Southwark Cathedral Conference Centre, London Bridge SE1 9DA Speaker Emma Cleveland, Managing Director, http://www.cleveland-co.com/aboutus/our-people/emma-cleveland/ Further Info For full daily schedules see http://www.cleveland-co.com/portfolio/advanceddistribution-drafting-be-an-expert/ 3

TO ATTEND THIS COURSE, COMPLETE THE REGISTRATION FORM THAT FOLLOWS AND SEND TO: Course Administration, Cleveland & Co Associates Limited, 18 Trafalgar Avenue, London SE15 6NR OR email to: vsmith@cleveland-co.com In-House options are available. Please call +44 20 3389 9551 TERMS AND CONDITIONS Our full Terms are on our website: http://www.cleveland-co.com/booking-terms/ A summary is below: 1. Full payment must be made upon reservation for the course. 2. You will receive confirmation of your booking to the email address provided in the registration form. If you have not received confirmation prior to the date of the course please contact us. A VAT invoice can be sent separately to your accounts department if required. Course materials will be distributed at the time of the course. 3. Once we confirm your booking a legally binding contract will come into existence between us. Bookings may be cancelled by written notice received by us not less than 30 working days before the date of the course. We cannot accept cancellations by telephone. The delegate fee will be credited to you less an administration charge of 185 + VAT per delegate booking that is cancelled. Refunds of delegate fees for cancellations receive by us less than 30 days before the date of the course will not be offered. Failure to attend the course will constitute late cancellation and payment will still be due or forfeited if already paid. 4. You may notify us of a substitute delegate at any stage, without charge. 5. We reserve the right to vary or cancel a course in our sole discretion. Our terms of refund are set out in our full Terms on our website. We do not accept any liability for a course not taking place. 6. We will act as data controller and/or data processor within the meaning of the Data Protection Act 1998 (the Act ) in relation to any personal data supplied to us in connection with your reservation. You acknowledge and agree that we and our agents may be processing and using personal data (as defined in the Act) given by or on behalf of you for the provision of the courses and other services offered by us, which may include the transfer of such data out of the European Economic Area (as defined in the Act). You agree that we may contact you with details of courses and other services offered by us that may be of interest to you. Please write to us if you do not wish to be contacted by us in this regard. 4

COURSE REGISTRATION FORM Please make a reservation for the following course(s): Course Number of Delegates Advanced Distribution Agreement Drafting be an expert! Cost Per Delegate (including VAT) Total Cost Per Course (including VAT) 1,390 TOTAL PAYMENT Course date: I am unable to attend the course, however I would like a copy of the course materials: Advanced Distribution Agreement drafting be an expert! (materials only) 179 (no VAT)! Prices exclude postage costs. UK postage is 12, please contact us at the email listed above for international postage costs. Delegate Name(s): Job Title: Organisation: Address: Telephone Number: Email: Special Requirements: Signed: Date: Payment: I enclose a cheque payable to Cleveland & Co Associates Limited for (inc VAT). Please contact us on +44 20 3389 9551 if you wish to pay by bank transfer. 5 Cleveland & Co Associates Limited is a limited liability company registered in England and Wales under company registration number 07871988 with its registered office at 64 Southwark Bridge Road, London, SE1 0AS, United Kingdom