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The two online sessions are aimed at mortgage, protection and investment advisers, as well as compliance staff.
Paradigm believes the workshops will help firms get to grips with the basics and fine-tune their skill sets to ensure compliant advice is delivered and stronger client relationships are built.
The first session on 25 March, is entitled ‘What Good Looks Like: How to Make A File Suitable’ and will focus on how to document the advice process correctly so that the file is deemed ‘suitable’.
The session will look at how to document fact finding, outline objectives, the assessment of the attitude to risk, and suitability report content. ....

Christine Newell , Paradigm Mortgage Services , What Good Looks Like , File Suitable , Fee Agreements , கிறிஸ்டின் ந்யூயெல் , முன்னுதாரணம் அடமானம் சேவைகள் , என்ன நல்ல தெரிகிறது போன்ற , கோப்பு பொருத்தமானது ,