This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

15th Annual Client Assets Protection Forum
Conference: 5 June 2024
Workshops: 4 & 6 June 2024
Millennium Hotel London KnightsbridgeLondon

Edward Boersma
Director of Client Assets, European Entities at Interactive Brokers
Speaker

Profile

Edward is the Director of Client Assets for Interactive Brokers’ European Entities, ensuring appropriate and robust client asset protection and controls for entities based in the United Kingdom, Ireland and Hungary. He also holds the Head of Client Assets (HCAO, PCF-45) designation for the Irish Entity, Interactive Brokers Ireland.


Edward has spent his whole career at Interactive Brokers and has been involved in client asset protection since their first European entity, Interactive Brokers (U.K.) Limited, commenced carrying client assets over a decade ago. He has lead the charge to automate client asset protection processes, including the client money computation and associated reconciliations, following Interactive Brokers’ goal of using automation to gain efficiencies and reduce the need for manual processes.


Edward has also worked in Accounting and Prudential Regulation for Interactive Brokers. He has worked at both the headquarters in Greenwich, CT, United States and in London, U.K. where he is currently based.

Agenda Sessions

  • Identifying what makes a good control framework within your organisation

    15:15