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....
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation