client suitability

Advisers ‘on dangerous ground’ with tick-box approach to Consumer Duty

Must move away from a product-specific focus

March 27, 2024

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Published by MA Financial Media Ltd (part of Mark Allen),
St Jude’s Church, London SE24 0PB . Copyright (c) 2024.

PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

client suitability

Advisers ‘on dangerous ground’ with tick-box approach to Consumer Duty