Product and Platform Switching and The Consumer Duty
5 July 2023
Product and Platform Switching and The Consumer Duty – part of our virtual event series on 14 July 2023 from 10:00-11:00.
Delivered by Engage specialists Roger Perry and Jack Gibbins, they will give you an introduction to Product and Platform Switching and how Engage can help you with The Consumer Duty. They will also cover ESG Data, Questionnaire enhancements and what’s on the Engage roadmap.
Find out how you can benefit from comprehensive financial planning tool to support you across the entire customer lifecycle.
To find out more and register, click here
These events are exclusive to authorised investment advisers only (or officers of a regulated advice business).
