Five platform due diligence observations - the lang cat
Introduces 'The Long Dog'
Steve Nelson: "Due diligence remains a key issue for everyone in the sector, whether you're a platform or an adviser."
The lang cat has conducted a platform due diligence exercise through its new fictional advice firm 'The Long Dog' and offered its five due diligence observations that have resulted.
The consultancy said the exercise was designed "to give advisers an exclusive insight into how a platform panel might be appointed by client segment" and showed the increasing difficulties of suitably...
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