Chris Davies: PRODing CIP suitability

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Chris Davies: PRODing CIP suitability

When it comes to centralised investment propositions, writes Chris Davies, PROD regulations can be particularly helpful in assessing suitability and appropriateness

Having attended another excellent Octo Members networking virtual pub event recently (I even enjoyed a ‘virtual' alcohol-free beer too) the topic circled the old chestnut of suitability and appropriateness...

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