What does the Customer Journey look like within your firm? Do you have this documented? Are your procedures documented fully?

The FCA expect firms to have a documented customer journey, ensuring all staff are aware of their responsibilities and that the policies and procedures incorporate Consumer Duty throughout.

Come and speak to IFAC to see how we can help you meet your requirements. We have an ongoing service plan for your needs and requirements once you are authorised, or tell us what you are looking for and we will look to bespoke something for you.

Find out more via the links above or
contact us for more information here >>

DISCLAIMER - Please note that cherry never recommends the products or services of other companies and in making contact with, or accepting contact, products, services or advice from any individual, company or adviser, you agree, without exception, that no legal responsibility in respect of resultant damages, incurred by you or by others, rests in any way with cherry.

cherry and cherryFind are trading names of “cherry”. Registered Office: The Stables, Little Coldharbour Farm, Tong Lane, Lamberhurst, Tunbridge Wells, Kent TN3 8AD. Registered in England and Wales. Company Registration Number: 05624666. VAT Number: 874593966.

Unsubscribing - Care please

Please Note - We may be emailing you as you have requested emails from us. Alternatively, this may be because we believe that your business may benefit from SOME of our products or services - in which case, we process your data and correspond with you on the basis of this legitimate interest in line with the GDPR guidance of the ICO and the DMA.

If you no longer wish to receive communications from us, please Unsubscribe Here - However, please bear in mind that this will unsubscribe you from ALL system emails from cherry - even those, which in future, may have been of interest to you

Online email | Forward | Adviser Forum | Provider Forum | Adviser Directory