PFS Jersey Local Event - Winter
Welcome to the PFS Jersey Local Event - Winter !
Join us on Thursday 04 December at The Royal Yacht Hotel & Spa for an exciting in-person event - the final quarterly event this year. Get ready to network, learn, and have a great time with fellow professionals in the finance profession.
The event begins at 12.30pm with registraion and a buffet lunch. The CPD presentations will start at 1.15pm and the event will close at approximately 2.30pm. The event is complimentary for all PFS members.
Don't miss out on this opportunity to connect with like-minded individuals and gain valuable insights.
Our Guest Speakers:
Douglas Melville - Channel Island Financial Ombudsman
Subject - CIFO Update on Complaint Trends and Themes and How PFS Members Can Help Their Clients Avoid Losses to Fraud
Learning objectives:
- Understand CIFO’s remit and the top complaint themes it is seeing in the Channel Islands.
- Learn the main fraud/scam patterns affecting clients and where they show up for our clients.
- Identify the simple controls and advice that advisers can provide to their clients to prevent, detect, and escalate issues quickly.
Learning outcomes:
Following this session, participants will be able to:
- Clearly explain CIFO’s role and the client complaint pathway when things go wrong.
- Use a short fraud-prevention checklist before high-risk actions (verify identity/bank details, independent call-back, cooling-off prompts).
- Act fast when fraud is suspected: stop the money, contact the bank and police, document actions, notify providers, and signpost to CIFO.
There will be Q&A after each speaker.
Jersey Local Institute
Please click here to find out what events the Insurance Institute of Jersey are hosting that you may find of interest.
I look forward to seeing you on Thursday 04 December 2025
Best regards,
Trevor Griggs Dip PFSJersey Regional Chairmantrevor.griggs@advisa.je Follow us on...www.twitter.com/PFSConf
Venue