Someone who waffles speaks or writes at length in a vague or trivial manner.
Avoid reports that waffle. Use an Executive Summary to get to the point quickly. Put the detail in the subsequent sections and supporting information or reference material in appendices.
Join the campaign to make waffling a fineble offence!
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So, it’s right for the client to transfer … but should the transfer be done NOW?
The Office of the Public Guardian has produced a helpful guide for firms in how to deal with customers where a power of attorney is in place.
These could be of interest.
Principals and Appointed Representatives – action needed
Alistair MacDougall Compliance 2016, FCA, PI
Following recent FCA investigations that resulted in a Dear CEO letter, firms that have Appointed Representatives need to review the adequacy their governance and supervision.