CSA Webinar – Moving Forward with Payment Optionality in the UK
"This webinar is designed to ensure asset managers are fully informed about the latest UK policies and understand the strategic benefits of CSAs and payment optionality,' said Robin Hodgkins, President of Castine.
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Joining Mr. Hodgkins will be Steve Stone Esq., a leading securities attorney and partner at Morgan Lewis. The session will be hosted by Alex Cardell, Managing Director and Head of Client Relations at Panmure Liberum, one of the UK's premier investment banks.
The webinar will explore how UK asset managers are adapting to recent regulatory developments, particularly the Financial Conduct Authority's (FCA) updated policy statements—PS24/9 (2024), PS25/4 (2025), and related guidance on COBS 18.1. These updates reintroduce commission sharing as a viable method for funding investment research, offering a flexible alternative to the complex MiFID II framework introduced in 2018.
'This webinar is designed to ensure asset managers are fully informed about the latest UK policies and understand the strategic benefits of CSAs and payment optionality,' said Robin Hodgkins, President of Castine. 'The FCA's recent guidance provides a much-needed path forward, enabling client commissions to be used for research payments while encouraging broader access to high-quality research.'
Panmure Liberum is hosting the event as part of its broader initiative to educate clients and the UK asset management community on the advantages of CSAs and the new regulatory flexibility.
Open to Institutional Investors. To attend, please email: InvestorRelations@panmureliberum.com
About Castine
Castine LLC is a global leader in commission management solutions, with over 30 years of experience supporting soft dollar, CSA, MiFID II, and now the UK's new payment optionality programs. Castine serves more than 500 asset managers and brokers worldwide through its flagship C3 Suite, with offices in the United Kingdom, Europe, Argentina, and the United States.
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