Consumer Credit Application Problems
Consumer credit applications run into difficulties. Understand the requirements and start the application process early.
Steve Bailey
Disclosure of Total, Client Specific, Adviser Charge
It is important that firms understand what is needed in this respect and disclose adviser fees compliantly
Simplified Advice, Non-Advised Sales and related matters
The FCA has issued two new documents that are important for firms selling products using a simplified advice or non-advised […]
Charity Bike Ride Presentation
Huw Reynolds, ATEB Director, raises £2,000 for charity.
FOS Change of Address
FOS makes way for a toothpick!
Supervisor’s Training Workshop – Reminder
A reminder that we are running a supervisor's training workshop on the 25th September.
Knowledge is Power
or, to put it another way, all information is good information
Budget 2014 Pension Reforms
Reminder: Budget Reforms Interim Guidance
FCA Consumer Credit Update
The latest FCA consumer credit email contains important information for firms
RDR Disclosure Assessment Template
FCA issues RDR disclosure assessment template