Mark Greenwood & Karl Dines on how to identify different forms of client vulnerability

⭐️30 minutes of CPD⭐️

Our exploration of all things related to client vulnerability continues with this deep dive article in today's FT Adviser, in which our Director of Compliance Services, Mark Greenwood, and Head of Business Consultancy, Karl Dines, take a look at:

• Some of the challenges around identifying vulnerable customers

• Identifying ways of addressing vulnerable clients

• Explaining steps a business should take to prepare for vulnerable clients

Read article in full

 

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