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Client Assets Protection Forum
Improving CASS and Safeguarding Compliance Workshop: 9 June 2026
Main Conference: 10 June 2026
Change Management Workshop: 11 June 2026
Crowne Plaza London - Kings Cross by IHGLondon, UK

Jason Keeping
Director at Fidelity
Speaker

Profile

Jason Keeping is leading the oversight function for CASS operational processes by assessing the effectiveness of the firm’s client money and client asset arrangements based on regulatory framework and requirements. Jason Keeping is a qualified Chartered Accountant who trained with PricewaterhouseCoopers in their Insurance, Banking and Asset Management Audit group between 1993 and 2003. In 2003, Jason joined Fidelity as a Senior Manager in Business Finance and supported several business areas including Customer Services. In 2010, Jason was promoted to Director of Business Management reporting to the Head of Customer Services and the then CF10a (precursor to SMF24 PR Z) and was part of the Customer Services Senior Management leadership team and a member of the CASS Forum. Jason is currently heading up the CASS & Oversight teams. He is captured under Certified Regime with CASS responsibility.

Agenda Sessions

  • Leveraging AI in CASS

    10:55

At this event