With the FCA's multiple spotlights converging on investment suitability, advisers are being invited to have their questions answered...
The Financial Conduct Authority's Rory Percival (left) will be among the speakers at the inaugural FE Investment Summit in London on 30 September. The full-day programme (well, 9am to 3:30pm) has been devised to help advisers understand the essential steps in building compliant investment solutions - especially when looking to outsource and comparing discretionary fund management and multi-asset solutions. What are the essential ingredients of a centralised investment proposition? What should the audit trail of due diligence and suitability processes look like? Is the stru...
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