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Access our results of a recent T&C survey for Investment & Wealth Management firms.
Are you a Marketing professional working within a financial services firm? Make sure you and your firm are able to answer these key questions around GDPR to ensure that you are on track to compliance.
Take a look at 20 key questions to get your T&C audit up and running and ensuring that it stays on track.
Use our aide memoire to ensure the suitability of advice you provide to your clients matches the requirements of the regulator.
Follow our 10 steps to initiating an effective cultural change that will be sustainable.