New File Review Services
Regulation is ever evolving and as such , we are continually reviewing and revising our services to ensure that our members and clients have the right support .
Under the Consumer Duty , firms must evidence that they are delivering good outcomes for customers , continuously monitoring and addressing any issues that could cause future foreseeable harm to consumers .
A structured and robust file assessment programme can assist in demonstrating suitable advice and good outcomes for customers and our File Assessment Service can help !
14 | The Adviser Online