Okay MiFID II, we get it, but what a pain in the ASR… It’s been many years since it was introduced but we’re still finding that annual suitability reviews are taking up considerable time and resources for the majority of financial planners. However, it is a crucial part of the advice journey.
This module will share our best practices on how to compile data effectively, explain what the FCA expects to see and our top tips on how to achieve a stress-free process. Let’s get the attention back to the client, as it was intended, and not on the pain of administration!
This module is defined by three units. They are:
During this module, you will:
