One of our clients is organising an exam based revision day to be run by Neil Dickey, a fellow of the Personal Finance Society (PFS) and a Chartered Financial Planner. Neil is one of the UK’s most qualified and respected names in financial planning. Having started his career as an adviser, he has also worked as a paraplanner and more recently a freelance technical author and trainer.
Neil is running a free AF7 day organised by Fidelity on Thursday 29th March, and Friday 30th March is the additional day to develop further information presented on the course.
It is essential that you register and attend day 1 here.
Day 2 is being organised by Michael Carrick from Carrick Financial Management (CFM). The cost will be a maximum of £200 depending on numbers. CFM will underwrite the day but if there are sufficient attendees the cost will come down.
You can contact Michael to discuss any aspects of the course via telephone on 0191 2170007 or his email which is michael@carrickfinancialmanagement.net
General Insurance Pricing Rules – Compliance with ICOBS 6B Attestation
Paul Caine Compliance Conduct, email, FCA, scam, Senior Manager, Update
The FCA is requesting that firms who have general insurance permissions (and premium finance providers), complete an online survey in relation to compliance with ICOBS 6B attestation. The deadline for submission is 31 March 2022, and attestation will need to be made by all firms who operate with the above permissions on a periodic basis. […]