Connect Replaces ONA
Get connected.
FCA
FCA Data Bulletin
Lies, damned lies, and statistics.
Business Standards
The FCA has reiterated some key messages for those recommending investment products.
Social media and customer communications – practical impact
Do you use social media for business purposes? If so, read on.
Changes to RMAR Reporting
Section K ‘Adviser Charging’ will change for data reported from 31 December 2014.
Special Report by ATEB: A Guide to Independence
In association with Adviser Business Review Magazine ATEB has produced a guide that highlights key characteristics for an independent firm.
Unique
Your clients are Unique and your reports to them should be too
Transfers
This generically refers to the transfer of benefits
Switches
Switching from one investment to another
Replacement Business
Don’t replace unless there is a damn good reason to do so