TALK: What makes a good file?

7 Jan • 10am - 10:45am •

So, what makes a good file check? There are little touches that you can add, all the while staying fully compliant. Some things, you may not have thought of – so we will be discussing what we believe makes a good file.

What will it cover?

We will talk through an example of what a good file look like and includes. It will give you the opportunity to ask questions and pick up on tips of how to improve your own files.

Why should I attend?

The webinar aims to:

  • Share tips on helping you create a good file every time
  • Explain why these tips make a good file
  • Explain a file check from a compliance point of view
  • Allow you to ask any and all burning questions

Who will be hosting?

The event will be hosted by Paul Taylor and Hannah Scott, of Apricity.

   

Paul is Compliance Support Manager in Apricity. He holds 20 years experience in Financial Services, starting predominantly as an adviser, before crossing over into compliance.

 

Hannah has been a huge part of the team here at Apricity from the very start and exceeds her role in compliance support.


When? 7th January 2019, 10am.
Where? Online, so everyone can play!
Cost? Free

How do I sign up?

Click the button on the top right of the page.

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