CISI launches Gibraltar National Advisory Council

by Lora Benson | Mar 11, 2020

The Chartered Institute for Securities & Investment (CISI) is delighted to announce the launch of its National Advisory Council (NAC) for Gibraltar.

The new CISI Gibraltar NAC President is Ian Woods, Chartered MCSI of Bank J. Safra Sarasin (Gibraltar) Ltd and Committee members are:

  • Mary Boyd, ACSI, Group Head of Risk at Blacktower Financial Management (International) Limited, CISI NAC Vice-President
  • Michelle Walsh, Head of Compliance, Risk & Regtech at Ince Gibraltar,

    CISI NAC Committee Member

  • Tyrone Vinet, Policy & Risk Manager at Turicum Private Bank, CISI NAC Committee Member

  • Alvaro Lopez, Legal and Compliance Officer, Altarius Capital, CISI NAC Committee Member

The NAC (right: Mary Boyd NAC Vice-President (centre) with the Committee members Alvaro Lopez and Michelle Walsh) will support CISI membership in Gibraltar and steer CISI’s activities in developing professional standards across the finance profession.

110320GibraltarNAC

The Gibraltar Financial Services Commission (GFSC) confirmed in 2018 the CISI Level 4 Investment Advice Diploma compliant for advisors to meet the ESMA knowledge and competence guidelines. These guidelines ensure consumer protection by setting minimum competency for finance firm staff and cover qualifications, continuing professional development (CPD) and business ethics standards.

Since 2010 the CISI has been working with the Gibraltarian financial services community with a growing membership of almost 150. Its qualifications are available via self-study using workbooks and e-learning, with computer based and narrative exam testing available at Bleak House Training Institute, Europa Point.

Helena Wilson Chartered MCSI, Assistant Director, CISI Global Business Development said: “We are delighted to welcome our new Gibraltar NAC. Their support is instrumental in helping to grow our membership to ensure that the Gibraltar financial services sector has practitioners qualified above and beyond the standard competence requirements, supporting consumer confidence in the financial services market.”

Ian Woods, CISI NAC President said: “It is an honour to be President of the National Advisory Council for the CISI in Gibraltar. Along with my Vice-President Mary Boyd and the Committee Members Michelle Walsh, Tyrone Vinet and Alvaro Lopez, I hope to benefit from our network and the deep understanding of the local market to strengthen the CISI’s ongoing commitment to upholding professionalism, integrity and ethics in the ever-changing landscape of the financial services profession.”

On gaining initial competence, the CISI offers practitioners tools to allow them to increase their personal development and meet and exceed the ESMA CPD and business ethics competency requirements, with the GFSC having set a minimum number of 15 hours for advisers in their jurisdiction.

For further information on the CISI programme in Gibraltar contact Karolina.pajor@cisi.org