10 Jul Senior Managers Regime – July 2019
VoiceNotes offers the solution to meet the record-keeping requirements of documenting meetings for senior managers regime, but don’t just take our word for it – see the article we wrote...
Author: Kirstie White
10 Jun meeting minutes for MiFID II – June 2019
The FCA amended its proposal to require advisers to tape telephone calls under MiFID II by saying they can also make a written note of the conversation. VoiceNotes delivers the...
07 Jun Voicenotes’ opinion piece in The Financial Times – June 2019
Senior Manager Responsibilities involve a lot of note-taking. The latest signpost on the financial industry’s road to greater transparency and accountability for senior manager responsibilities is the extension of the Senior...
06 Jun OUR NEW NEWSLETTER – JUNE 2019
To subscribe to our newsletter to receive the latest updates and offers just click here: SUBSCRIBE ME NOW We wanted to the opportunity to provide regular updates about the industry and...
10 Feb Work For Good – the smart way for businesses to donate to worthy causes – February, 2019
Work For Good provides a smart way for businesses to give to the causes that they care about. This platform builds giving into your day to day work, for the...
03 Jan Contemporaneous file notes needed as evidence – January, 2019
A detailed, contemporaneous file note should be made of all verbal discussions with clients. File notes can be one of the most important documents in the event of a dispute or...
10 Oct We are supporting World Mental Health Day – 10th October, 2018
It’s an important topic for us. For more details please see our post on LinkedIn. ...
10 Sep VoiceNotes goes live with Adviser LifeTalk – September, 2018
VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners… How many hours a week do you spend on client meeting notes, engagement...
07 Aug A few months on – moving forward with MiFID II
Now a few months since MiFID II came into effect, the IFA community could be forgiven for thinking that the legislation didn’t amount to quite the paradigm shift that had...
02 Aug Promote your best product – you – with our our LinkedIn Profile Proofreading Service
The generation-spanning grip of social media’s influence on our daily interactions shows no signs of loosening. In the working community, while we are perhaps less likely to be lured by...
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