Provider documents comply through Connect 360 swap

Under the partnership, Connect 360’s Coview software will do much of the update work concerning documents which IFAs might struggle to, as the system automatically replaces documents saved in the Exweb library with any new ones published by a provider or insurer to ensure intermediaries have the most up-to-date documents when making future recommendations to clients. Until recently, providers struggled to ensure advisers had the correct documents when making recommendations, suggests The Exchange, as it required they recall previous versions and issue new ones. Under this new system, ...