FAQs answered PDQ*: independence, CCLs and a client query

1 I’m considering getting some marketing material printed before the end of the year. We have not yet decided whether we are going to go restricted or independent. Can I therefore not mention this in the marketing material, but still refer to our client service proposition? There is no requirement to confirm your status within any promotional material and therefore the corporate brochure can be developed now provided it would not mislead a client about the scope of your services, if you later decided to move to a restricted model. You should, however, be mindful of the change from Fin...