General

• Copy passports for AML - must be black and white?

  5.2K views 6 comments 0 points Most recent by parawhat June 2019
• MiFID compliant charges and review docs

  343 views 12 comments 0 points Most recent by charlotte.e June 2019
• Trust Factfind?

  75 views 0 comments 0 points Started by charlotte.e June 2019
• Entry Level Interview Preparation

  254 views 3 comments 0 points Most recent by Toploader May 2019
• SIPP Cash Accounts

  153 views 3 comments 0 points Most recent by parawhat April 2019
• Leeds based firm

  119 views 3 comments 0 points Most recent by TomLloyd_Read April 2019
• Reduction in Yield Calculator

  4.1K views 13 comments 0 points Most recent by Andy_Schleider April 2019
• Small Firm or Corporate?

  162 views 4 comments 0 points Most recent by kpin April 2019
• MIFID Compliant Review Letter and Charges Disclosure

  871 views 26 comments 0 points Most recent by charlotte.e April 2019
• Updating templates for 2019/20

  135 views 3 comments 0 points Most recent by Gustavo_Fring March 2019
• Updated: Paid for and licensed material

  Announcement 2K views 0 comments 0 points Started by Admin March 2019
• Small DB transfer

  158 views 7 comments 0 points Most recent by T_Smith March 2019
• SMCR & paraplanners

  360 views 8 comments 0 points Most recent by richallum February 2019
• Placing an existing Term policy into Trust - Terminally Ill client

  137 views 7 comments 0 points Most recent by richallum February 2019
• At-Retirement Advice Process

  270 views 7 comments 0 points Most recent by parawhat February 2019
• Paraplanners being replaced by AI (again)

  223 views 5 comments 0 points Most recent by richallum February 2019
• Cost Comparison - Break-even point

  144 views 3 comments 0 points Most recent by ruthiebusybee February 2019
• "Top-Up" Investments

  1.5K views 14 comments 0 points Most recent by Nathan February 2019
• New/Hoping to be/Struggling IFA

  405 views 4 comments 0 points Most recent by JStyle February 2019
• Book suggestions

  383 views 6 comments 0 points Most recent by Navigator February 2019
• MiFID II & Pension

  1.2K views 7 comments 0 points Most recent by Mattclegg February 2019
• langcat MiFID2 research

  669 views 20 comments 0 points Most recent by richallum January 2019
• Outsourcing admin advice

  132 views 3 comments 0 points Most recent by Clare_Weight January 2019
• CGT Calculator/Optimiser

  435 views 4 comments 0 points Most recent by DanAtkinsonUK January 2019
• Report Content

  229 views 4 comments 0 points Most recent by Jamie_Barnes January 2019
• Scheme pays vs self pay

  153 views 5 comments 0 points Most recent by RoxyParaplanner December 2018
• Advisers look to shift duties to paraplanners

  409 views 9 comments 0 points Most recent by Clare_Weight December 2018
• Portfolio reporting & analysis

  175 views 5 comments 0 points Most recent by richallum November 2018
• Old policies

  134 views 5 comments 0 points Most recent by Yonkers420 November 2018
• Cash Flow training

  304 views 8 comments 0 points Most recent by Nath November 2018