Chris Davies: PRODing CIP suitability
Joined-up approach
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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