What to do if your client is vulnerable

• Explain how adviser services should meet need of vulnerable clients
• Identify the different ways advisers should communicate
• Explain how advisers should help clients who lack the capacity to make a decision

• Explain how adviser services should meet need of vulnerable clients
• Identify the different ways advisers should communicate
• Explain how advisers should help clients who lack the capacity to make a decision

CPD

Approx.30min

CPD

Approx.30min