When it comes to assessing the suitability of a platform, otherwise known as conducting due diligence, each adviser, provider, colleague and ‘expert' will have an opinion on the platform that is best for your client and for your business. However, ultimately it is only your opinion that counts.
The FSA has made it clear advisers need to conduct due diligence on a platform before recommending it to a client stating: ‘The suitability of any platform will depend upon the client’s particular circumstances...
Despite improved risk appetite
FOS award limit increase
Relates to 136 million transaction reports
Ceremony will take place 13 November