Taking a proactive approach to training and competence
Compliance clinic launched to offer guidance around the regulation
For ‘improved adviser efficiency and suitability of consumer outcomes’
Proactive approach in identification and support
The SimplyBiz and Defaqto owner continues to increase its portfolio
Three evolving areas of regulation advisers must be aware of
SimplyBiz annual adviser survey reports positive outlook for advisers
'We are now dealing with a ‘data-led' regulator'
First assessment period ends 30 November
‘A new direction of travel post-Consumer Duty means being practical’