Does your tech help your CIP and CRP?

12 Oct 2020
Does your tech help your CIP and CRP?

SimplyBiz Group Head of Business Consultancy, Karl Dines, writes here about how to check, and ensure your tech is supporting your CIP and CRP in a way which will make your business more efficient and keep your clients and the regulator happy. Karl explores how, once properly implemented, a CIP can do a lot of the ‘heavy lifting’ for a firm and help advisers get to where they need to be, and takes a look at what the regulator will be looking for from CIPs and CRPs.

Read the full article