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  • Webinar:  Plia KYB - Know Your Broker 

  • Speakers: 

    • Bill Stephenson CEO and Dave Lauer CTO, Plia 

    • Dan Riches and Olly Birch, M&G

  • Date:  Wednesday, 24th November at 14:00 UK / 9:00 EST


Plia KYB (Know Your Broker) is our flagship product established in 2012. KYB was designed to bridge the information gap between asset managers and broker-dealers. Plia have streamlined the broker due diligence process by creating a single-point interface for all counterparty interactions across regions and asset classes.  Additionally, we have crowd-sourced and created standard questionnaires through the collective input from both asset management and broker-dealer leaders, globally.  These standards have allowed counterparties to automate responses to their asset management clients.
 

Agenda: 

  • Introduction

  • Plia over the years and future roadmap 

  • Why do the Buy-side choose Plia?

  • Real time demo

  • Q&A

 

 

“Using PLIA adds another dimension to supporting our counterparty management. The ability to centrally carry out due diligence and compare responses is a key element of looking after our client’s interests.  PLIA is easy to work with and provide great customer support”. 

Adam Conn, Head of Trading, Baillie Gifford

"PLIA helps us respond to our regulatory requirements as the central repository of choice and when used judiciously it has the potential to help answer far wider business uses". 

Jeremy Ellis, Head of European Equity Trading, T. Rowe Price

"Our industry always strives for consistency in approach and PLIA is a tool that is looking to compliment that by bringing together different industry participants in order to optimise questionnaire functionality and providing the potential for further reaching use cases" 

Simon Steward, Head European Equity Trading, Capital International 

 

Register for the PliaKYB Webinar
24th November at 14:00 UK / 9:00 EST

Thank your for registering. We will speak on the 24th!