Former PFS President Caroline Stuart helps launch a one-day report-writing workshop in July to assist trade professionals deal with the approaching Client Obligation challenges.
The initiative is being collectively organised by three skilled trade professionals Chartered Monetary Planner Ms Stuart, Mel Holman and Melissa Kidd.
The one-day workshop will happen on Wednesday 26 July close to Birmingham and can concentrate on guaranteeing consumer studies and communications are “consumer pleasant, clear and compliant.”
The workshop is geared toward monetary advisers, Monetary Planners, Paraplanners and anybody concerned in writing and checking studies.
The trio say the sensible coaching day will assist to handle the misunderstanding that compliance “will get in the best way of writing client-friendly studies”.
They imagine studies are sometimes longer and extra difficult than they must be.
The three say shopper understanding is a core ingredient of our Client Obligation obligations and companies want to regulate to the modifications in preparation for the implementation of the brand new Client Obligation on 31 July.
The Client Obligation will exchange the Treating Clients Pretty guidelines and requires companies to keep away from any “foreseeable hurt” to shoppers always.
Mel Holman is a Licensed and Chartered Monetary Planner who has labored within the subject of compliance for over 20 years. She is director and founding father of Compliance and Coaching Options (CATS). Caroline Stuart has spent over 20 years’ working in Monetary Planning and Paraplanning and runs Sparrow Paraplanning and Sparrow Options. Melissa Kidd has 20 years’ expertise in communications. She has labored with the finance sector for over ten years and is a director of Motem.
Ms Stuart stated: “Making communications extra consumer pleasant, extra readable and extra inviting is the holy grail of report writing. This workshop will assist attendees be taught from their friends, develop new expertise and information and assist them make studies and consumer communications not simply one thing they should learn, however one thing they need to.”
The utmost variety of locations on the course is 20 to allow “private consideration” to be supplied. The day will contain discussions, workout routines and collaborative and sensible observe periods. Every place prices £297 (plus VAT) and contains lunch. For extra particulars and to ebook a spot go to: https://calendly.com/catsmeeting/report-writing-course. The workshop can be held at EBI, Suite 7, Beecham Enterprise Park, Northgate, Aldridge, WS9 8TZ.
• Contact particulars right here: CATS https://complianceandtraining.co.uk/, Sparrow Options https://www.sparrowsols.co.uk/ Motem Ltd https://motem.co.uk/
