Consulting Services
Subject areas:
For financial services firms
- Treating customers fairly reviews
- Client agreements and initial disclosure documents
- Financial promotions
- Drafting policy conditions, key features, PPFMs and other material
- Consumer financial advice standards
- Training and competence
- Complaints
- Perimeter fence of financial services regulation
For lawyers
- Pensions law
- International arbitration
- Private international law
- International business law
Form of help given
- Face-to-face meetings
- Telephone
- Formal opinions
- Letters drafted to clients and regulators
- Research papers
- Audits on the premises
- Handling or bringing complaints
- Drafting complaints, financial promotions and other business procedures
