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The Association of IFAs has published detailed information to assist small firms to introduce management information into their businesses.
Management information is a key requirement under the new treating customers fairly initiative and the first FSA deadline comes into force on 31 March.
Chris Cummings, director general of Aifa, said: “We want to help members better understand what the regulator is looking for. We have produced practical information to help firms meet the new requirements.”
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