The Adviser Online May 2024 | Page 11

DEDICATED SUPPORT

HOW TO EVIDENCE VALUE WHEN THE FCA COMES KNOCKING

10:00AM - 10:45AM | WEDNESDAY 15TH MAY 2024

In this webinar , Alex Whitson , MD of VouchedFor , and Sandy McGregor , Head of Policy , at SimplyBiz , discuss the latest trends in the FCA ’ s ongoing advice review , and share how firms can best prepare to evidence value .
This is the second in our series of webinar collaborations with our partners at VouchedFor in which we seek to provide insights and learning on some of the hottest topics of the day alongside practical solutions you can take away and use .
YOU WILL LEARN
• 9 different ways client feedback can help to evidence value
• other sources of evidence firms should prepare
• how to collect feedback the right way to meet your Consumer Duty requirements
This 45 minute webinar will equip you with everything you need to prepare , should the FCA come knocking .
The webinar will be led by Alex Whitson , Managing Director , VouchedFor .

SAVE YOUR PLACE

CAN ’ T MAKE IT ? BOOK A DEMO FOR WHEN YOU CAN

Elevation from VouchedFor with Consumer Duty tools

MISSED THE LAST WEBINAR ? CATCH UP HERE

Watch again - How one financial adviser gained 15 new clients in 2023
BOOK YOUR DEMO
BOOK YOUR DEMO
MAY 2024 | 11