Express an interest

If you are interested & require further information, we will email you a copy of the programme brochure.

An error has occurred

Data Protection Notice

About this data protection notice

This is a statement of the practices of The Institute of Bankers in Ireland, 1 North Wall Quay, North Dock, Dublin 1 (trading as IOB) (‘the Institute’, ‘we’, ‘us’, ‘our’) in connection with the capture of personal data on this webform and the steps taken by the Institute to respect your privacy.

The Institute is a Data Controller and is committed to protecting your rights and any personal information which you provide to the Institute will be treated with the highest standards of security and confidentiality, in accordance with Irish and European Data Protection legislation.

The privacy notice explains the following:
  • What information do we collect about you?
  • The purpose for collecting your personal data
  • The legal bases for collecting your personal data
  • Are you required to provide the information?
  • How we store and secure personal data?
  • Details of third parties with whom we share personal data
  • What are your rights?
What information do we collect about you?

The data we collect from you will be used by the Institute only in accordance with the purposes outlined in this privacy notice. We will collect your data via webform on www.iob.ie.

The data collected in this webform will be shared with the following areas of the Institute:

  • Programme Management Department
  • Marketing Department
  • Lifelong Learning Department
The purpose for collecting your data

The data we collect about you will be used for:

  • providing information on the programme(s) for which you have completed an expression of interest webform;
  • notifying you of promotional events related to this designation(s) or programme(s) e.g. Programme Taster Lectures, IOB Open Evening; and
  • advising you of upcoming application and registration closing dates for this designation(s) or programme(s)
The legal basis for collecting your data

For the purposes outlined in this privacy notice your personal data will be processed on the basis of Explicit Consent.

By submitting this webform, you confirm that you are providing your informed consent to the processing of your data as outlined here.

Are you required to provide the information?

We require you to complete the mandatory fields identified in this webform for the purposes outlined above. If you do not provide us with the information required in these fields, we may be unable to process this Expression of Interest form.

How we store and secure your data

Any data we collect from you will be stored confidentially and securely. The Institute is committed to ensuring all accesses to, uses of, and processing of Institute data is performed in a secure manner.

In keeping with the data protection principles, we will only store your data for as long as is necessary to provide our services to you and for such a period of time after this as is necessary to comply with our obligations under applicable law and, if relevant, to deal with any claim or dispute that may arise in connection with our relationship with you.

For the purposes described here we will store your data for one calendar year from the date you submit the webform. Before the end of this calendar year, we may contact you to ask if you wish to re-confirm your consent to the storing and processing of your data for the purposes outlined above.

When we store your personal data on our systems the data will be stored on the Institute’s secure I.T. platforms within the EEA which are also subject to European data protection requirements.

Details of third parties with whom we share personal data

The Institute will share your data with third parties where necessary for purposes of the processing outlined here.

We will share your information with our service providers (e.g. printers, I.T. support, auditors, legal advisors, and other professional advisors).

We may also disclose your information where required by law to do so.

Your information will not be shared with any other third parties.

When we share your data with the third parties outlined here the Institute will ensure that the data is only processed according to our specific instructions and that the same standards of confidentiality and security are maintained. Once the processing of the data is complete any third parties with whom data was shared will be required to return the data to the Institute save where they are required to retain it by law.

What are your rights?

You have the following rights, in certain circumstances and subject to applicable exemptions:

  • You are entitled to ask for a copy of the personal data, which IOB holds about you.
  • The right to have any inaccuracies in your personal data amended.
  • The right to object to the processing of your personal data.
  • The right to have the personal data that we hold about you erased.
  • The right to restrict the processing of your personal data.
  • The right to receive your personal data, which you provided to us, in a structured, commonly used and machine-readable format or to require us to transmit that data to another controller.
  • You have the right to withdraw your consent at any time.
Contact

If you have any queries relating to the processing of your personal data for the purposes outlined above or you wish to make a request in relation to your rights, you can contact the Institute’s Data Protection Officer using the contact details below.

If you are unhappy with the way in which your personal data has been processed, you may in the first instance contact the Institute’s Data Protection Officer using the contact details below.

IOB has a Data Protection Officer who can be contacted through [email protected] or by writing to:

The Data Protection Officer, IOB, IFSC, 1 North Wall Quay, Dublin 1.

If you remain dissatisfied then you have the right to apply directly to the Data Protection Commission for a decision. The Data Protection Commission can be contacted at:

Data Protection Commission
Canal House
Station Road
Portarlington
R32 AP23 Co. Laois
www.dataprotection.ie

The Institute of Bankers in Ireland (a company limited by guarantee) trading as IOB

Registered Number: 197171
Registered Charitable Organisation
Charity Registration Number: 20026950
CHY Number: 10530

P: +353 (0)1 6116500
F: +353 (0)1 6116565
E: [email protected]

Privacy Statement
Terms and conditions

Before you continue...

As you are not registered with us, you will need to upload proof you can enrol to this programme.

I know, let’s sign upI have an account, let me sign in first
In-person Training Programme

ESG for the Irish Funds Industry

Express an interest
  • Duration
  • 8 hours
  • Programme
  • 2 mornings
  • Study
  • In-person
  • Fees
  • €525 (SFS fee)
  • Level
  • Non Accredited
  • At a glance

    The aim of this course is to introduce to participants the fundamental concepts with regard to ESG and its impact for the Irish Funds industry. The course commences on 17 April and will take place over 2 mornings in IOB, 1 North Wall Quay, Dublin 1.

    The training is aimed at...

    • Those working in the funds and asset management industry

    • Who need to understand the prominent sustainable finance/ESG legal requirements and objectives as well as future developments.

    Welcome to the ESG for the Irish Funds Industry Training Programme which is offered through Sustainable Finance Skillnet and IOB.

    Sustainable Finance Skillnet logo July 2023


    Download brochure


    The course will focus on:

    • Sustainability and associated global challenges - a common understanding of foundation concepts is an important starting point.

    • Policy responses to global sustainability challenges and implications at a global, country and business level - and understanding how does it play out globally, at country level, at industry sector, including the financial services sector, and at enterprise level. The implications for and difference between corporate sustainability and ESG.

    • Relevance of sustainable finance to the economy, business and financial industry - the why, what and how? Sustainable finance regulation as a lever.

    • Risks and opportunities associated with the growth of sustainable finance - which Rs & Os are most relevant for investment funds.

    • Stakeholders in the ESG space as well as the impact these have on the investment industry - who and what is most relevant for the investment funds industry.

    • ESG products in the asset management and investment funds space - including ESG across asset classes and the impact of SFDR and EU Taxonomy on fund products; the EU and non-EU manager dimension.

    • ESG ratings in investment decisions - integrating sustainability in ratings and market research; relevance for portfolio management.

    • Financial/Non-Financial reporting and disclosure methods - voluntary sustainability reporting ecosystem, the transition to mandatory reporting requirements and how this impacts at fund & fund service provider level and at investee company / underlying asset level.

    • Governance and oversight - what is the role of fund management companies, what implications do ESG factors and risk have for governance and oversight in a delegated fund structure, how to deal with the requirements on UCITS and AIFs to integrate sustainability risks and factors.


    Faculty

    Ann Shiels, FinLexSus

    Ann Shiels established FinLexSus in January 2022, a sustainable finance regulatory business, working with regulated fund management companies and asset managers to upskill on, understand and implement EU sustainable finance regulatory requirements including SFDR. Ann worked in the Irish funds and regulated financial services industry for over 20 years, mainly as a qualified solicitor in a large Irish corporate practice.

    She holds a certificate in Sustainable Finance from the University of Cambridge’s Institute for Sustainability leadership, is a Green Team Network executive member and lectures in sustainable finance at the UCD Michael Smurfit Graduate Business School and IOB.

    She contributed to the Ireland jurisdiction section in the Commonwealth Climate and Law Initiative and Climate Governance Initiative’s Primer on Climate Change: Directors' Duties and Disclosure Obligations and has co-designed the content of and delivered a professional diploma in sustainable finance for compliance professionals, the first of its kind globally.

    Who should attend

    The training is aimed at those working in the funds and asset management industry who need to understand the prominent sustainable finance/ESG legal requirements and objectives as well as future developments.

    Delivery

    The programme will be delivered in-person, in IOB,1 North Wall Quay, Dublin 1, D01 T8Y1

    Dates

    This training programme will be delivered on the following dates from 10am - 2pm

    • Wednesday 17 April

    • Wednesday 24 April

    Fee

    • Sustainable Finance Skillnet fee - €525

    • Programme fee (Non- funded) - €750

    How to apply

    For further information and to apply, please contact [email protected]

    Make the most of IOB Learn

    Your personalised learning platform

    IOB members gain access to IOB Learn with exclusive resources, content and the ability to log CPD hours on the go.

    Join IOB today