Aifa to aid advisers on management information

  • Story by: Joy Dunbar
  • Magazine: FinancialAdviser
  • Published Thursday , March 20, 2008

AIFA has published treating customers fairly management information documents.

Advertising

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.”

FTAdviser BLOGS RSS

Latest Post  

Countdown to RDR feedback statement begins

It is probably becoming a bit of a cliche now to say that we are living in unprecedented t... read more

SIGN UP TO NEWS ALERTS



Is the time right for equity release?

Norwich Union is celebrating 10 years of offering equity release (Find out more).

Meanwhile, with house prices plummeting, should clients be signing up to equity release quickly to make the most of the equity in their home?

Click here to read our feature article

FTAdviser  Jobs  RSS

More positions