The hope of accurately portraying the many client discussions and subsequent recommendations within a fact-find and suitability report is always a concern for any adviser, writes Aileen Lynch.
The reality is, no document can capture every spoken word or emotional response to the questions asked by the adviser, or register every view of the client. This means it will always be subject to interpretation...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till