What is ISO 27001 and why is it important for us and our clients? Overview ISO 27001 is an information security management system and is a governed set of rules that any company –...
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...
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...
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...
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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...
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...
It’s an important topic for us. For more details please see our post on LinkedIn. ...
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...
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...
