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With a rapidly changing landscape and ever evolving client needs, it crucial to ensure you have the right level of support to future proof your business.
SimplyBiz
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Why you need a CIP.
- 19 Dec 2023
Treating customers fairly…on steroids
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How do you monitor customer outcomes?
- 26 Oct 2023
Your comprehensive guide to ensuring vulnerability is considered when acting on behalf of a client
- 28 Sep 2023
Evidencing good customer outcomes and client vulnerability
- 16 Dec 2022
SimplyBiz discusses FCA potential signs of fraudulent activity in relation to the appointment of a mortgage introducer.
- 08 Dec 2022
This guide from SimplyBiz sets out the Strategic Asset Allocation construction methodology for the Growth SAA.
- 08 Dec 2022
This guide from SimplyBiz offers an introduction to the Consumer Duty and will assist in evidencing its implementation.
- 23 Sep 2022
SimplyBiz discusses fair charging practices, which have been introduced in line with the FCA's 'Consumer Duty' to improve consumer fairness.
- 23 Sep 2022
SimplyBiz discusses the requirements of the Senior Managers and Certification Regime.
- 22 Sep 2022
SimplyBiz discusses the FCA's desire for increased consumer protection in retail finance markets.
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