The suitability of advice given to customers never far from the thoughts of the regulator. Which is why it’s crucial all staff involved in providing advice understand the regulators expectations and keep up to date with the requirements. Our clients have found the Suitability Aide Memoire below a useful resource for staff. Using it alongside their existing guidance and sharing with their teams as a regular prompt and update.
So please simply provide a few details if you wish to download a copy of our Suitability Aide Memoire for your personal reference or to share with your colleagues.
Please click the link below to access your downloadable version of the document.