Increased awareness by investors of financial markets and the continuous development of products and services has led to the need for a high level of investor protection that is consistent across the EU. CySEC expects firms to be able to demonstrate that the advice they offer and the portfolios they manage are suitable. And firms need to make sure suitability is not only evidenced in client files but can also be demonstrated across the business. So keeping proper records is crucial. This in-depth workshop will show you how to best evidence suitability and demonstrate that you’re in complete control of client records.

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