Discussing a range of situations, this webinar will explore what it means to put the clients’ interests first when any given circumstances mean this is potentially difficult.
You will discuss strategies for mitigating the risks in these situations. Be prepared to share your own experiences and ask questions, as we discuss a variety of situations where you will be challenged to put your clients’ interests first.
Karen will share her experience as IFSO and some of the conflicts faced by advisers seen in complaints resolved by the IFSO Scheme.
Discounts are available for group bookings. Please enquire.
The running of this workshop is subject to minimum attendees.
No refund will be given if you do not notify us prior to the start of the event.