Patrick Ingram, head of corporate relationships at Parmenion, offers some tips on what to include in your client disclosure documents in preparation for the RDR deadline.
With Easter over, the RDR deadline seems to be approaching quicker than ever. An area advisers are now focused on is the creation of their key facts documents (KFDs). This important job is going to be a real challenge in the coming months. It is the first, official and highly complex piece of paperwork advisers have to present to clients from next year, so it has to be good, it has to be easy to understand and it has to be ready. For some advisers this daunting task starts with a look at the FSA handbook. It is worth investing time combing through the actual rules - however strong the...
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