Clinical reg tech provider Comentis has linked up with In Partnership to give the financial and mortgage network’s 500 advisers access to its financial vulnerability assessment tool.
Use of the tool will form part of In Partnership's advisers ‘know your customer' compliance process. Comentis explained the tool is aligned with the Financial Conduct Authority's (FCA) four drivers of vulnerability and allows advisers to identify client characteristics efficiently with a clear audit trail. It also brings consistency across the vulnerability assessment process, the business said. Comentis chief executive and co-founder Jonathan Barrett said: "Vulnerability is high on the regulatory agenda right now, and rightly so. With Consumer Duty upon us, it's more important than e...
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