Avoid it! Don’t assume that your clients will understand technical terms and acronyms. Yes, there has to be a degree of technical information, but wherever possible, explain this in simple terms.
We like the ‘granny test’ (with the greatest respect to all grannies all over the world) i.e. if your granny (or wife, husband, partner, aunty, uncle or best mate) can understand it, then you’re on the right track.
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ATEB Suitability provides report writing software for the financial services market.
The FCA has reported its conclusions on the Platform market ahead of a Consultation Paper.
This business model offers cost and profitability benefits for firms … but there are risks.
How do FCA regulations impinge on firms’ use of social media?
The FCA has issued a press release urging firms to start preparation for the SM&CR which applies to all FCA regulated firms from December 2019.
FCA Business Plan 2019-20
Alistair MacDougall Compliance 2019, FCA, MiFID, ML, Pension, Pension Transfer, PI, SM&CR
The FCA has announced its priorities for action over the coming months.