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Nailing the due diligence process

Nailing the due diligence process

(First published in Personal Finance Professional, Autumn 2020) “Listen up class, here are the subjects that will come up in your mocks,” is how the FCA’s Dear CEO letter to IFA firms back in January should be read. No precise detail but enough to get ready.    And whilst the announced suitability review has been

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Chris Jones

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