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.
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.
The webinar aims to:
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.
Click the button on the top right of the page.