Our MASTER workshops give Compliance Premium clients exclusive access to expert guidance from the Verve team. Held bi-monthly, these sessions cover gold-standard practices for Compliance, offering practical tips, insights and strategies to strengthen your files and elevate your compliance expertise. Join us on Wednesday 10th June for 3 hours' worth of CPD.
Our MASTER: World-Class Files workshop will elevate your current processes to the next level.
Is your client paying for a product that is suitable for them? Is the client receiving a service that they need? And do they understand what’s being recommended, and do they have the relevant support? And then finally... is it evidenced?
During this half-day session, we will take you through what the FCA look for in terms of suitability and disclosure. Hint: it’s not just in the suitability report! This session will look at your advice process and how you can hit those key regulatory disclosures and ensure your file is compliant across the board.
Why should you attend?
At the end of the workshop delegates will be able to:
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.
Spaces are limited to 15 Compliance Premium Clients only. We’ll be operating a “1 screen-per-firm” policy. So if you would like to attend, please link up with colleagues, sign up once and join the call together.
If you can’t attend on the day, please cancel your registration so someone else can take the spot. This is a super popular session, so we want to give everyone the chance to take part, and no-shows won’t be invited back.
.png)
.png)
