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Defaqto: Suitability reports

Technology news for Financial Advisers & Paraplanners

3 Apr 2019

Defaqto: Suitability reports

Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core.

In this webinar, we will cover:
• the overall guidelines for suitability letters as required by the COBS rulebook 
• Defaqto’s approach to suitability letters 
• how this is enabled in Engage Core

View Webinar

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