What will you get from this guide?

 

  • You will learn about your roles and responsibilities as an adviser.

 

  • Discover why Agent as Client adds value to the client-adviser relationship.

 

  • Identify the importance of retaining client suitability of portfolios.

 

  • What happens if something goes wrong?

 

  • Plus template wording and a suitability checklist

First name
Last name
Company name
Phone number
Email
required
I consent to the processing of the personal data that I have provided to Clever Adviser Technology Ltd and I would like to receive communications from Clever in accordance with and as described in the Privacy Policy.