articles
Monday, May 21, 2007 10:30 AM
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"The FSA believe that only 41% of intermediaries have actually met the March deadline for implementing their TCF initiative and have confirmed that they will consider enforcement action against those firms who have not met their requirements.
We know that threesixty client Firms have successfully implemented their TCF objectives, and are in a position to provide documentary evidence to support this. These Firms have done so by attending our TCF workshops, following the processes described and subscribing to our ongoing audit services."
David Brattesani, Partner at threesixty |
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Monday, January 15, 2007 4:46 PM
threesixty has produced a new guide to wraps to help IFAs assess how to introduce wrap into their businesses and which platforms to choose.
Wednesday, January 10, 2007 2:30 PM
In this discussion, Phil Young, Partner at threesixty, explains how threesixty’s technology developed during 2006 and into 2007.
Friday, December 15, 2006 4:16 PM
The prime objective of this workshop is to give attendees the ability to go back to their own companies, ask the right questions of themselves and populate a plan appropriate to them
Thursday, December 07, 2006 6:15 PM
We realize how important it is for advisers to keep up to date with their financial planning knowledge and, with this in mind, we arrange regular seminars covering various areas of technical knowledge and application, marketing, some soft skills...
Tuesday, November 21, 2006 10:46 AM
"Right from the start there has been a passion to deliver the services our clients value. The key to exceeding the expectations of our clients is to have a deep knowledge of their business objectives." David Brattesani, threesixty Partner
Thursday, November 16, 2006 2:30 PM
Business Expansion Services from threesixty
Monday, November 13, 2006 3:16 PM
“In an ever changing regulatory environment, having access to the Compliance Helpdesk allows threesixty client Firms to quickly resolve problems, balancing commercial needs with regulatory requirements.” threesixty Partner, Russell Facer.
Thursday, November 09, 2006 12:52 PM
Compliance Field Support from threesixty
Tuesday, November 07, 2006 5:41 PM
In this discussion, David Ingram, Partner at threesixty, explains how threesixty’s Technical Support Service has assisted firms over the past 12 months.