At BAT, we have developed a new feature that will significantly improve the Business Book. Advisers will now be able to see instant feedback on document completeness.
The aim of this change is to help both advisers and compliance officers reduce friction points, especially when certain documents or important information are missing.
At BAT, we have developed a new feature that will significantly improve the Business Book. Advisers will now be able to see instant feedback on document completeness.
The aim of this change is to help both advisers and compliance officers reduce friction points, especially when certain documents or important information are missing.
“The month of the drowned dog” so wrote Ted Hughes about November.BAT say it can be the best of times – the sort of cheery
FCA issued Feedback Statement FS25/2 last monthhttps://content.govdelivery.com/accounts/UKFCA/bulletins/3c6b0be You must demonstrate how you’re embedding the Duty: governance, outcome-monitoring, data on vulnerable customers, product/service alignment. If you’re
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