Terms and Conditions

For Institutional Investors Only

  • For the purposes of these terms and conditions:
    • Asset Owners are defined as representatives of pension plans, insurers, wealth managers, charities, endowments, and foundations.
    • Asset Managers are defined as representatives of firms managing institutional assets directly.
    • 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:
    • London conference – Early discounted rate of £12,000 GBP + local taxes per delegate for registrations made on or before June 13, 2025; Standard pricing of £13,500 GBP + local taxes thereafter. 
    • Miami conference – USD $17,500, per delegate.
    • 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:
    • 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.
    • Standard pricing thereafter of USD $15,000.
    • 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. 
  • 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 recommending asset managers or their products or strategies including those relating to any of their affiliates.
  • Aon accepts no responsibility for the views or opinions of the speakers or any other persons (including external speakers) at the events. 
  • Aon reserves the right to make changes to the agenda including session speakers at any time without prior notice.
  • While the goal of Aon Wealth Insights Series and the Wealth Insights Asia Pacific Investment Forum is to foster communication across Asset Owners, Asset Managers, Investment Service Providers and Aon, registration and/or attendance at this event does not guarantee access to any specific person(s) at any firm, inclusive of Aon.
  • By registering for one or more of these events, you consent to share data with third party providers for the ongoing execution of event planning and organization, for the purposes of conflict-of-interest disclosures, and any other disclosures that Aon, its subsidiaries and/or affiliates may be required to make under relevant laws and/or government regulations.
  • Aon and other Aon Group companies will use your personal information to contact you from time to time about other products, services and events that we feel may be of interest to you. All personal information is collected and used in accordance with our privacy statement. Please see below to manage your communication preferences.

Disclaimer

Any opinions, estimates, forecasts, and statements of financial market trends discussed during the Aon Wealth Insights Series (inclusive of Conferences and Forums) are subject to change without notice due to changes in the market or economic conditions. Views and opinions may not represent those of Aon, its subsidiaries and/or affiliates.

Aon Wealth Solutions' business in the UK is provided by Aon Solutions UK Limited — registration number 4396810 and Aon Investments Limited – registration number 5913159, both of which are registered in England and Wales have their registered office at The Aon Centre, The Leadenhall Building, 122 Leadenhall Street, London EC3V 4AN. Tel: 020 7623 55000. Aon Investments Limited is authorised and regulated by the Financial Conduct Authority.

The Wealth Insights Miami conference is sponsored and operated by Aon Consulting Inc. Investment views are provided by Aon Investments USA Inc. and/or Aon Solutions Canada Inc., which are Aon Consulting Inc. affiliates.

Aon Investments USA Inc. (“AIUSA”) is a federally registered investment advisor with the U.S. Securities and Exchange Commission. AIUSA is also registered with the Commodity Futures Trade Commission as a commodity pool operator and a commodity trading advisor, and is a member of the National Futures Association.

In Canada, Aon Solutions Canada Inc. and Aon Investments Canada Inc. are indirect subsidiaries of Aon plc, a public company trading on the NYSE. Investment advice to Canadian investors is provided through Aon Investments Canada Inc., a portfolio manager, investment fund manager and exempt market dealer registered under applicable Canadian securities laws.

Aon Wealth Solutions’ business in Hong Kong is provided by Aon Hong Kong Limited – registration number 03519084, incorporated under the laws of Hong Kong with its registered office at 33/F& 34/F One Island East Taikoo Place 18 Westlands Road Quarry Bay Hong Kong. Aon Hong Kong Limited is regulated by The Insurance Authority and does not conduct any regulated investment advisory activities under Hong Kong regulations.

If you have any questions, contact wealthinsightsseries@aon.com.