Convincing a law firm to introduce a standardised fact-find is essential to make the most of a professional connections relationship, according to Simpsons Solicitors.
Partner Mike Simpson told SIFA's 2017 conference financial advisers have a standardised fact-find for regulatory and compliance reasons, as well as good practice, but this is not necessarily the case for...
Relates to 136 million transaction reports
Ceremony will take place 13 November
300 organisations signed charter
Tough year for the sector