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Consumer Duty – Coming to an Office Near You

27 Jun 2023
Wealth & Investment Management Hub

Manufacturers v Distributors

Advice Process

Review Process

Price v Value

Vulnerable Clients

Sustainable investment

Main issue – “I do not know what I do not know!” – How well prepared am I?

Alexander McGregor, Head of Policy - SimplyBiz Group
Tony Catt, Compliance Consultant - The Catt’s Eye View