Sesame to build post-RDR business 'templates' for members

The templates will outline mandatory and optional elements advisers should include in clients' portfolios and in their ongoing service agreements. For example, a mandatory requirement would be to provide a regular portfolio review to clients whose portfolios do not automatically rebalance. Sesame Bankhall business development director Keith Gilmour (pictured) says the templates would provide an element of peace of mind to firms advising on platforms and investments. He adds the group's directly-authorised Bankhall members would also be free to use the tools. Meanwhile, Gilmour s...