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The Chartered Institute for Securities & Investment has been reprimanded by the Information Commissioner’s Office (ICO) following a data breach on 17 February 2020.

Tricia Lucey, business and compliance manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West district branch committee.

The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners and other finance professionals, has appointed Tracy Vegro, a director at the Solicitors’ Regulation Authority, as its news chief executive.

The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is asking members to help mark its 30th anniversary year which begins today.

The Queen has approved a recommendation by the Privy Council that the CISI can use the designation Chartered Fellow (Financial Planning) for all members that have gained its Certified Financial Planner accreditation.

The Chartered Institute for Securities and Investment (CISI) has extended its remote exam testing sessions to all its UK and international students sitting level 3 and 4 MCQ exams.

The Chartered Institute for Securities & Investment (CISI) has raised concerns with the FCA at the decision to increase the Financial Ombudsman Service’s (FOS) compensation limit from £150,000 to £350,000, as it may have “serious unintended consequences for its member SMEs”.
The winners of this year’s CISI Awards have been revealed.
The CISI’s Financial Planning and wealth management members have responded positively to Government plans to introduce a pensions dashboard, but are worried about the costs.
The CISI Annual Financial Planning Conference heard yesterday from an expert panel that many lessons can be learned from the BSPS debacle and more must be done to stop a repeat.
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