Five probing questions advisers should ask providers
By Mark Battersby, 1 Dec 17
Regulators are encouraging financial advisers to go deeper with due diligence exercises when selecting products and services for their customers, and to piece together an audit trail, says AKG’s Matt Ward.
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Why the GDPR affects advisers and their clients – no matter where they are based
The General Data Protection Regulation (GDPR) is the biggest overhaul of European data protection...View more