ONLINE TRAINING - TCF, VULNERABLE CLIENTS AND THE PUBLIC INTEREST DISCLOSURE ACT PIDA
Written by Charlie Palmer on 27/04/2021

TCF, VULNERABLE CLIENTS AND THE PUBLIC INTEREST DISCLOSURE ACT PIDA

90 minutes, live and interactive

Starts at 10AM may 7th 2021

Fitting Vulnerable clients into TCF and advice process. An interactive online TEAMS course on vulnerable clients and TCF and PIDA for staff

Taken by Jeremy Hackett (image below)

An interactive online TEAMS course on vulnerable clients and TCF and PIDA for staff working in financial services. 

  • Your responsibilities with the 24 million vulnerable clients in the UK today
  • Understand the FCA’s focus on Treating Customers Fairly strategy and ensure you are evidencing suitability correctly
  • SR reports and TCF
  • KYC – and TCF-Vulnerable
  • Risk profile and TCF-Vulnerable
  • The feedback loop to "show me".

Includes assessment exam if required.

All who attend and pass will be certified as accredited by IFAC in this subject as required by FCA.

Ideal for advisers whose files continue to fail the file checker assessment.

IFAC Members - free to attend - click here for member verification

Non members - fee of £50 plus vat - REGISTER HERE 


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