Events
Training: Promoting Financial Products, Appropriateness and Non-Advised Transactions
09 March 2021 - 09 March 2021
Live Online
09 March 2021 - 09 March 2021
Live Online
Firms selling complex products without recommending them almost invariably must face up to a need to carry out appropriateness testing. Knowing when and how to do this and then appreciating what should be done with the results is a key task for non-advisory firms.
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