MASTER: World Class Files

World Class Files

Our MASTER: World-Class Files workshop will elevate your current processes to the next level. 

During this half-day session, we will take you through what the FCA look for in terms of suitability and disclosure. We’ll focus on practical examples of how to easily implement this within your firm’s client files and suitability reports. We will also cover how your firm’s process’ feed back into the suitability and disclosure of your files. 

Why should I attend?

At the end of the workshop delegates will be able to: 

  • Understand how your firm’s advice process influences what makes a good file. 
  • Know what the FCA look for when assessing files. 
  • Discuss the gold standards in terms of examples of suitability report content. 
  • Be aware of common myths with suitability reports. 
  • Record the workshop as 3.5 hours of structured CPD. 

Our MASTER events are renowned for being interactive sessions with small delegate numbers to ensure that each attendee receives the same level of support – just as you would in a face-to-face environment. Be prepared to get involved and learn from not only us, but your peers too.  

Grant and Alanis

When? 8th March 2023
Where? Online
Cost? £174 + VAT for clients of The Verve Group or £240 + VAT for non-clients.

Date

Mar 08 2023
Expired!

Time

9:30 am - 1:00 pm

Location

Online
The Verve Group

Organizer

The Verve Group
Phone
01325 952116
Email
hello@weareverve.co.uk
Website
https://weareverve.co.uk
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