Vulnerable Customers: Who Cares about Accessibility in Financial Services?

About this Event:

Are you missing out on engaging with potential clients because your website isn’t fully accessible or your meeting space isn’t physically accessible? Are you fearful of engaging with clients who have identified vulnerabilities because you don’t know how to navigate those needs or know what reasonable accommodations should be offered? The Consumer Protection Code requires regulated entities to have regard to and assist ‘vulnerable customers’. However, access to financial services goes way beyond ‘vulnerability’. Available statistics show that a significant proportion of Irish adults require assistance in navigating websites and have difficulty finding accessible information on financial services. This half day in-person event is designed to inform, encourage and support Financial Advisors in embracing a hitherto under-served market. You will learn what the legal and regulatory requirements are but more importantly how best to support individuals that do require some assistance to ensure your services are truly accessible.

Date and Time: Fri, 24 th March 2023, 9am – 1pm
Location: Clayton Hotel Ballsbridge Merrion Road D04 P3C3 Dublin 4
Early Bird Special: €50 (Standard ticket price: €100) Use Discount Code: EARLY50 (Early Bird Special available until 24 th February 2023)
CPD: Accreditation for this event is sought from the Insurance Institute, Institute of Bankers, LIA and ILCU.

We have endeavoured to make this an accessible event and there will be an Irish Sign Language interpreter present for the duration of the event.

Book your tickets here