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Advisers have to 'suck it up' on risk assessment requirements
Client risk assessment is a complex area which despite being regulated is still open to interpretation but advisers have to “suck it up” and stay on the right side of the Financial Conduct Authority (FCA), delegates heard.
Intelligent Pensions technical director Fiona Tait, speaking at PA360 North on 8 December, said it was absolutely imperative advice firms clearly document any risk assessment changes making clear why clients...
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