› ›

LiamConnor

About

Username
LiamConnor
Joined
Visits
37
Last Active
Roles
Member

Comments

  • Hi Steve Thanks, that is a big help as I have heard the system was quite awkward, but hadn't heard anything about their migration so that is good to know. Cheers Liam
    in CRM Systems Comment by LiamConnor April 2019
  • Thanks all, We are a small IFA firm with 3/4 of us tasked to research and procure a new system. We have spent the last three months trying to clean up our existing system as best as possible, however there are bound to be a lot of legacy things t…
    in CRM Systems Comment by LiamConnor April 2019
  • Ok thanks Arongunningham, will add that to the list.
    in CRM Systems Comment by LiamConnor March 2019
  • Our thoughts are that it simply cannot be expected for an IFA firm to collate and produce a full breakdown of costs over the last 12 months, for all clients over every platform within our business. I say this simply because each platform operates di…
    in MIFID Compliant Review Letter and Charges Disclosure Comment by LiamConnor March 2019
  • I have been fully disclosing all costs for years, and the only way I have found you can do it (especially in light of MifidII) is to pick a static figure. As an IFA firm, we annually write to clients and inform them of the actual advice charges that…
    in langcat MiFID2 research Comment by LiamConnor January 2019