Wealth Insights Series 2025 Terms and Conditions - Key Terms

Oct 22, 2026

Uploaded by Angel

Wealth Insights Series 2025 Terms and Conditions define Asset Owners, Asset Managers, and Investment Service Providers for the London, Miami, and Hong Kong events. Attendance is free for Asset Owners. Asset Managers and Investment Service Providers commit to paying stated delegate fees, with early and standard pricing rules and specific discount eligibility for additional passes. Fees exclude local taxes and delegate travel, lodging, and refreshment costs. Cancellation requires written notice at least 30 days before the first event day, with further exceptions, and delegates must comply with applicable laws and restrictions.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages3

Reading Time8 min

AccessFree to download

For Whom the Terms Apply

Attendance and Registration Fees

Pricing for London, Miami, and Hong Kong

Discounts and Payment Timing

Invoicing, Taxes, and Costs

Cancellation and Liability Disclaimers

Wealth Insights Series 2025 Terms and Conditions 􀁸 For the purposes of these terms and conditions: o Asset Owners are defined as representatives of pension plans, insurers, wealth managers, charities, endowments, and foundations. o Asset Managers are defined as representatives of firms managing institutional assets directly. o Investment Service Providers are defined as firms providing auxiliary and administrative institutional investment services, including investment index firms, data providers, and custodians. 􀁸 Attendance is free of charge for Asset Owners. 􀁸 Upon registration for the Wealth Insights Series London and/or Miami conferences, Asset Managers and Investment Service Providers are making a commitment to paying the required fee to attend and arrangements will be made for payment. The fees are as follows: o London conference – Early discounted rate of £12,000 GBP + local taxes per delegate for registrations made on or before May 31, 2025; Standard pricing of £13,500 GBP + local taxes thereafter. o Miami conference – USD $17,500, per delegate. o After 4 full-priced delegate passes, a 10% discount will apply to any additional passes purchased by the same firm. 􀁸 The Wealth Insights Asia Pacific Investment Forum, being held in Hong Kong, has a separate pricing schedule as follows: o Early discounted rate of USD $12,000 per delegate plus special USD $8,000 for second delegate and USD $5,000 for each additional delegate thereafter. To qualify for discounted rate, invoice must be paid before 30 June 2025. o Standard pricing thereafter of USD $15,000 . o Attendance at the Forum is not applicable to discounts at the Wealth Insights Series London or Miami conferences. 􀁸 The fee stated does not include local taxes nor any costs associated with travel, hotel accommodation and refreshments for which each delegate is responsible. 􀁸 Invoices will be issued in the local currency of the event and will include all applicable taxes and fees. 􀁸 For Asset Managers and Investment Service Providers registering for the Miami and/or London conferences and/or the Hong Kong forum payment in full is required before the first day of the event(s) for which they have registered. Further details on payment terms are provided at time of registration. In the event of cancellation, a charge will not be applied if notification is received in writing 30 days before the first day of each event. Payment in full will be required where cancellation requests are received less than 30 days before the event(s) except in cases of Force Majeure or termination for breach. 􀁸 Firms that have engaged Aon for a package of services may have separate terms and conditions per those arrangements. Wealth Insights Series 2025 Terms and Conditions © 2025 Aon. All rights reserved. 􀁸 Aon reserves the right to limit the number of attendees from each firm and to decline registrations that do not align with our intended target audiences, including those received from competitors. 􀁸 It is the responsibility of each delegate to ensure participation in the Wealth Insights Series (inclusive of Conferences or Forums) will not breach any agreement, obligation, restriction or duty they may have to any party, including, without limitation, their employer or a third party. Each delegate agrees to always act in the best interests of their clients and in compliance with all relevant applicable laws, including but not limited to relevant antitrust and competition legislation. 􀁸 Aon’s receipt of revenue from asset managers will not result in any preferential treatment by Aon when evaluating, rating, or recommending asset managers or their products or strategies including those relating to any of their affiliates. 􀁸 Similarly, an asset manager’s decision to not attend the Aon Wealth Insights Series or the Wealth Insights Asia Pacific Investment Forum will not result in any less preferential treatment by Aon when evaluating, rating, or recommendin

FAQs

Who is eligible for free attendance in the Wealth Insights Series 2025 events?

Asset Owners have free attendance for the Wealth Insights Series.

What are the delegate fee rules for London and Miami conferences?

London offers an early discounted rate for registrations on or before May 31, 2025, and standard pricing afterward; Miami uses a per-delegate USD $17,500 fee. Additional passes purchased after four full-priced passes may receive a 10% discount for the same firm.

What is required for cancellation to avoid a charge?

A charge will not be applied if notification is received in writing 30 days before the first day of each event; cancellation requests received less than 30 days before the event may require full payment except for Force Majeure or termination for breach.

Oct 22, 2026

Uploaded by Angel