Advisers and paraplanners should avoid using suitability reports pre-filled with templated objectives, Financial Conduct Authority (FCA) technical specialist Rory Percival has said.
"Let the adviser fill in a personalised report based on the client," he told delegates at a conference held by discretionary investment manager Thesis Asset Management. "My suggestion is don't have...
Tackling the lack of visibility of women in financial servicescan be
To offer equity and multi asset funds
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