Client Assets Protection Forum
Joined the industry’s leading CASS conference.
Now in its 17th year, the Client Assets Protection Forum remained the longest-running and most trusted event for updates on CASS audits, AI, simplification, change management and FCA priorities.
Thank you to everyone who attended the 2026 conference!
To be kept up to date with future conferences, you can register your interest by downloading the 2026 agenda here.
Stay ahead of CASS requirements
Gained a solid understanding of your CASS requirements for the next 12 months from the regulators, auditors, and industry counterparts.
Focused on the fundamentals of CASS, improve your processes, and take part in practical workshops focused on the regulatory priorities shaping 2026.
Learnt how you can begin to leverage AI in CASS
Discovered solutions to common challenges
Implemented robust governance frameworks to tackle change management
Met & exceeded your auditor's expectations
Tune in to the AI panel session and learn how AI can be embraced and embedded into your BAU
Connected at the annual get-together for CASS professionals
2026 speakers included:
Gained a solid understanding of your CASS requirements for the next 12 months from the regulators, auditors, and industry counterparts.
Focused on the fundamentals of CASS, improve your processes, and take part in practical workshops focused on the regulatory priorities shaping 2026.
2026 hot topics
Compliance with the FCA’s client assets (CASS) rules presents many challenges to those firms that are subject to them. These sessions will address how these challenges impact an even wider range of firms, including payments and e-money firms.
Successfully manage excess collateral balances under title transfer
- How do firms define and quantify what constitutes an "excess" collateral balance under title transfer?
Assess the readiness for digital assets in CASS
- Why do digital assets generally have a poor reputation among the public - often associated only with Bitcoin?
Leverage AI in CASS
- Utilising AI to execute good audits
CASS simplification: Reduce unnecessary burdens to align CASS with successful operational practice
- Look at how uncertainty and duplication of rules can be resolved
CASS 15: Uphold compliance and address Industry challenges for payment services & e-money firms
- Equip new entrants to go from zero to 100% compliance
Align CASS Compliance with Consumer Duty
- Successfully manage the moderate to significant impacts of CD on existing CASS compliance processes
Become a partner
The 17th Annual Client Assets Protection Forum offers a variety of commercial opportunities to raise your profile to our focused audience of CASS professionals.
As a conference partner you can publicly position yourself within the sector to maintain high visibility, start conversations and generate leads.
To learn more about all the opportunities available, get in touch with Tom Haslam to discuss speaking and exhibition opportunities.
