Advisers could ditch fact-finding under CDR
Advisers could track their clients’ changing financial circumstances in real time under the new Consumer Data Right (CDR) rules and streamline the fact-finding process. That is according to Alex Sc
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Advisers could track their clients’ changing financial circumstances in real time under the new Consumer Data Right (CDR) rules and streamline the fact-finding process. That is according to Alex Sc
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