FREE Due Diligence Toolkit
The FSA have indicated that they will apply closer scrutiny of authorised firms that adopt a wrap platform and they expect firms to complete a structured due diligence approach when making the decision on the right wrap for their business.
We have produced a Toolkit which goes through a simple yet structured 5-step plan to ensure you end with the right wrap and have an audit trail to support your decision. This Toolkit is FREE to all registered Advisers.
So register now for more details.
