Advisers will now have the opportunity to re-use another advice firm's fact find when a client moves from one business to another, the Financial Conduct Authority (FCA) has said.
In its Financial Advice Market Review guidance paper published on Thursday, the regulator said sharing fact finds could prove less costly to the consumer and encourage the take-up of financial advice....
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