MASTER: DB Transfers
This workshop will focus on the rules surrounding Defined Benefits, providing you with practical takeaways to implement back in the office. Our new online events have been designed to ensure that they are super interactive and inclusive – click play to find out how…
Why should I attend?
In this workshop, we will deep dive into triage, the data gathering process, abridged advice, TVC & APTA, PII requirements, how to compile suitability reports and how your files need to look from both a client and a compliance perspective.
Who’s hosting?
Christian Markwick, Head of Adviser Support – Apricity Compliance
Christian is Apricity’s Head of Adviser Support. Having been an adviser, T&C Manager & SM16/17 for many years, he is very well placed to understand what makes firms tick, what many are trying to achieve and how to assist them in getting there.
Date
- Jul 21 2021
- Expired!
Time
- 9:30 am - 1:00 pm
Cost
- £145.00
Location
Organizer
-
Apricity Compliance
-
Phone
01325 952 969 -
Email
hello@apricitycompliance.co.uk -
Website
https://apricitycompliance.co.uk/
Speaker
-
Christian Markwick
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