Recordsure's insightful house view on the latest FCA ongoing advice review findings. Watch the full half-hour webinar now.
On Wednesday 19th March, Recordsure’s Chief Commercial Officer and Chief Product Officer, Garry Evans, was joined by regulatory experts from our sister company TCC Group, Gary Maude and David Boyhan for an insightful house view on the latest FCA ongoing advice review findings.
The webinar’s key topics included:
- How to deliver ongoing advice services with the appropriate evidence
- The quality of ongoing advice reviews
- The clarity of chronology
- The importance of a backward-looking review
- Preparing for the future
- Disengagement strategies
- The ripple effect
Packed full of expert opinions, you can watch the full half-hour webinar now.
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Discover how we can enhance your firm’s ability to provide reliable and compliant ongoing advice reviews.
