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...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created