On June 30, PWMA held an expanded Regulatory Committee forum to discuss findings of a draft investment suitability study conducted together with Orbium, a consulting firm.
Amar Bisht from Orbium, together with PWMA Executive Committee member Lawrence Cheung and Managing Director Peter Stein, led the session at the offices of Credit Suisse. Around 100 attendees participated in an interactive discussion that ran for two and a half hours.