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Other Intermediaries

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The Challenges

  1. Defining and developing safe compliant relationships with providers while ensuring that termination does not leave the business high and dry
  2. Deciding whether to seek independent authorisation
  3. Developing complaints procedures
  4. Adapting advice and selling activities to the demands of ICOBS and MCOB
  5. Building a positive relationship with the Financial Services Authority and dealing with the threat of disciplinary action

Solutions

Help for you

Adam helps a wide range of organisations like yours - from dispute resolution centres, law firms and publishers to life assurers and small IFAs. For a complete list click here

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