Revised FSA filtered questions now match IFA advice

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Virtually all cases in the Sandler 'filtered' questions testing are now thought to be compliant under the FSA sales regime, according to providers involved in the testing of FSA research.

Firms who consumer-tested 'light touch' product filtered questions on behalf of the FSA were invited to a special meeting last Friday to discover the latest findings of consumer testing. According to sources attending that meeting, of the 500 cases tested "the quality of the process seems to be better" says one source as only a handful did not live up to the quality of advice which might usually be required of IFAs and tied agents operating under Conduct of Business rules. That said, evidence indicates not all of the consumer cases tested may not be able to complete the sale of a prod...

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