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Market and industry updates for our community of advisers at Sense Network, Lyncombe Consultants and Rockhold Asset Management.
Is Your Centralised Investment Proposition Consumer Duty Ready?
ASHL Media
57 minutes 44 seconds
2 years ago
Is Your Centralised Investment Proposition Consumer Duty Ready?
Investment Proposition Manager for the ASHL Group of Companies, James Smith, covers off the key changes required to your CIP to make it Consumer Duty ready. James looks at provider assessment of value reports, target market descriptions, the four consumer outcomes and client vulnerability. Other topical matters are discussed along with best practice considerations.
ASHL Media
Market and industry updates for our community of advisers at Sense Network, Lyncombe Consultants and Rockhold Asset Management.
