Vulnerable clients
Best Practice | 16 Jun 20
SimplyBiz rolls out vulnerable client hub
As Frenkel Topping creates financial advice joint venture with spinal cord injury charity
Watchdog warns of ‘opportunistic’ covid-19 scammers
Consumers have already been contacted by fraudsters looking to steal their money
UK financial adviser banned for life
After he was convicted of stealing £2.1m in client funds
CII apologises for St James’s Place exclusive training deal
Qualification will now be available to all members during the pilot launch
Australian bank tackles vulnerable client issue
As global concerns see UK-based financial services software provider roll out an IFA support tool