Assessing the suitability of advice

In this short video Gary Crossley, threesixty's Head of Compliance, explores why it’s necessary to carefully consider the suitability of the advice you provide, and the recommendations provided from within your business.

Gary also explains ways in which you can complete an “assessment of suitability” and how having simple and robust processes helps support the development of your people, reduces risk within your business and improves profitability.


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