This module will share our best practices on how to compile data effectively, explain what the FCA expects to see and our top tips on how to achieve a stress-free process. Let’s get the attention back to the client, as it was intended, and not on the pain of administration!

Units
- Understanding client servicing
- The MiFID II effect
- The review process

Objectives
- Explore how an adviser should service their clients and what this entails.
- Learn the changes that MiFID II brought into play and how you should obtain this information.
- Understand your role in the annual review process and gain insight into the areas you’ll be involved in.
- Consider the review process as a whole and how you can manage your firm's client base.

Price includes VAT.