SimplyBiz has launched a hub for advisers to help them meet the requirements of the incoming General Data Protection Regulation (GDPR).
The hub, which is available to SimplyBiz members, holds information on every step of the journey advisers will need to have taken in order to ensure compliance with GDPR. This includes training options...
Since November 2008
Share issue oversubscribed
PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
Events, information and other services
An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client