From the Powwow archives, these might be helpful - an Online Howwow in February with Martin Lines from Just and Tim Coverdale from 7IM, and the follow up blog.
I'll 2nd Just. Some good stuff on there. Are you with a Network/compliance provider as the likes of Threesixty, Bankhall, Intrisic etc will have some stuff on there too.
I'm just finalising our new CRP so if you've got any specific questions feel free to get in touch Tony.
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https://www.justadviser.com/
From the Powwow archives, these might be helpful - an Online Howwow in February with Martin Lines from Just and Tim Coverdale from 7IM, and the follow up blog.
Thanks both - hadn't seen the follow up blog on the howwow
I'll 2nd Just. Some good stuff on there. Are you with a Network/compliance provider as the likes of Threesixty, Bankhall, Intrisic etc will have some stuff on there too.
I'm just finalising our new CRP so if you've got any specific questions feel free to get in touch Tony.
Jonny
Thanks Jonny, yes Threesixty have some info, more on the CIP side (which I am just getting down in a document too). Fun times!