BEGIN:VCALENDAR VERSION:2.0 PRODID:-//PKF Littlejohn//NONSGML Events//EN CALSCALE:GREGORIAN X-ORIGINAL-URL:https://www.pkf-l.com/events/broking-breakfast-foreign-exchange-client-money-cass-5-tax-whats-next-for-brokers/ X-WR-CALDESC:PKF Littlejohn - Events X-WR-TIMEZONE:Europe/London BEGIN:VTIMEZONE TZID:Europe/London X-LIC-LOCATION:Europe/London BEGIN:DAYLIGHT TZOFFSETFROM:+0000 TZOFFSETTO:+0100 TZNAME:BST DTSTART:19700329T010000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=-1SU;BYHOUR=1;BYMINUTE=0;BYSECOND=0 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+0100 TZOFFSETTO:+0000 TZNAME:GMT DTSTART:19701025T010000 RRULE:FREQ=YEARLY;BYMONTH=10;BYDAY=-1SU;BYHOUR=1;BYMINUTE=0;BYSECOND=0 END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:6a819a022c9d6@pkfl-littlejohn.com STATUS:CONFIRMED DTSTAMP:20260816T110746Z CREATED:20260929T083000Z LAST-MODIFIED:20260816T110746Z DTSTART;TZID=Europe/London:20260929T083000 DTEND;TZID=Europe/London:20260929T100000 SUMMARY:Broking Breakfast | Foreign exchange, client money, CASS 5 & tax: What’s next for brokers?  DESCRIPTION: Join us for our next Broking Breakfast event, taking place on Tuesday 29 September at Events @ No 6. Tax considerations in asset and book acquisitions Insurance intermediaries often favour asset or book acquisitions over share purchases to avoid inheriting historic risks and liabilities, while also streamlining the due diligence process. Corporate Tax Partner, Chris Riley will explore the key tax considerations brokers should keep in mind when undertaking these transactions. He will highlight areas where focused due diligence is essential to identify, assess and manage potential tax exposures. FX risk in focus - Practical insights for insurance brokers Corpay, a leading global business payments company, works with insurance brokers and other organisations worldwide to help manage foreign exchange risk and support international growth. Drawing on his experience working with insurance intermediaries exposed to currency fluctuations, Max Salador, Business Development Manager at Corpay, will explore the FX challenges facing the sector and share practical strategies for managing currency risk, supported by market insights and real-world case studies. Attendees will also hear from Trevor Charsley, Senior Market Strategist at Corpay, recognised as one of Bloomberg's top five FX forecasters, who will share his market outlook and provide valuable insight into navigating today's volatile currency environment with greater confidence. FCA Auditor CASS 5 update   Partner & Head of Insurance Intermediaries, Paul Goldwin will share key messages from the FCA following the firm's recent bilateral meeting with the regulator. He will provide insights into current market-wide issues affecting intermediaries that hold client money, as well as updates arising from our ongoing discussions with industry bodies and legal advisors. Event information: Venue: Events @ No 6, 6 Alie Street, London E1 8QT Date Tuesday 29 September 2026 Schedule Arrival and refreshments from 8:30am Briefing from 9am until 10am Meet our guest speakers Trevor Charsley Senior Marketing Strategist, Corpay Trevor Charsley is Corpay Cross Border's Senior Market Strategist, with more than 25 years of experience in foreign exchange and capital markets. Trevor provides expert analysis on the economic and geopolitical developments shaping global currency markets, helping businesses better understand market trends and their implications for corporate risk management. Max Salador Business Development Manager, Corpay Max Salador is part of the FX Sales & Business Development team at Corpay Cross-Border, with almost a decade of experience helping businesses manage foreign exchange risk and international payments. He works closely with corporate clients, including insurance brokers, to develop practical FX strategies that help mitigate currency risk, improve cash flow certainty, and simplify cross-border transactions. X-ALT-DESC;FMTTYPE=text/html:

Join us for our next Broking Breakfast event, taking place on Tuesday 29 September at Events @ No 6. Tax considerations in asset and book acquisitions Insurance intermediaries often favour asset or book acquisitions over share purchases to avoid inheriting historic risks and liabilities, while also streamlining the due diligence process. Corporate Tax Partner, Chris Riley will explore the key tax considerations brokers should keep in mind when undertaking these transactions. He will highlight areas where focused due diligence is essential to identify, assess and manage potential tax exposures. FX risk in focus - Practical insights for insurance brokers Corpay, a leading global business payments company, works with insurance brokers and other organisations worldwide to help manage foreign exchange risk and support international growth. Drawing on his experience working with insurance intermediaries exposed to currency fluctuations, Max Salador, Business Development Manager at Corpay, will explore the FX challenges facing the sector and share practical strategies for managing currency risk, supported by market insights and real-world case studies. Attendees will also hear from Trevor Charsley, Senior Market Strategist at Corpay, recognised as one of Bloomberg's top five FX forecasters, who will share his market outlook and provide valuable insight into navigating today's volatile currency environment with greater confidence. FCA Auditor CASS 5 update   Partner & Head of Insurance Intermediaries, Paul Goldwin will share key messages from the FCA following the firm's recent bilateral meeting with the regulator. He will provide insights into current market-wide issues affecting intermediaries that hold client money, as well as updates arising from our ongoing discussions with industry bodies and legal advisors. Event information: Venue: Events @ No 6, 6 Alie Street, London E1 8QT Date Tuesday 29 September 2026 Schedule Arrival and refreshments from 8:30am Briefing from 9am until 10am Meet our guest speakers Trevor Charsley Senior Marketing Strategist, Corpay Trevor Charsley is Corpay Cross Border's Senior Market Strategist, with more than 25 years of experience in foreign exchange and capital markets. Trevor provides expert analysis on the economic and geopolitical developments shaping global currency markets, helping businesses better understand market trends and their implications for corporate risk management. Max Salador Business Development Manager, Corpay Max Salador is part of the FX Sales & Business Development team at Corpay Cross-Border, with almost a decade of experience helping businesses manage foreign exchange risk and international payments. He works closely with corporate clients, including insurance brokers, to develop practical FX strategies that help mitigate currency risk, improve cash flow certainty, and simplify cross-border transactions.

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