Readying for Consumer Duty with tax-efficient investments
Tuesday, 20 June at 10 am
With the industry preparing for Consumer Duty, now’s a great time to hear from some of the industry’s leading experts on the matter.
From the end of July, financial advisers must have airtight processes and be able to evidence fair price and value, and how they are delivering good client outcomes.
So, what should you be considering? How prepared are you? And how do tax-efficient investments fit into the big picture?
These questions and more will be answered by some of the very best in the business, including experts from PFS, Bankhall and Hardman & Co.
This one’s a don’t miss. Register now >>
Investments put investor’s capital at risk.