Third Party and Independent Reports
The FCA’s paper TR16/1 Assessing Suitability: Research and due diligence of products and services, requires advisers to demonstrate they have the appropriate information and evidence on file for their client investment recommendations.
To support you in that task, we commission a number of internal and external case studies, research guides and reports focusing on a range of topics.
Guide your clients through life's twist and turns
What should you talk about when it comes to your client's life events?