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Vulnerable clients

Best Practice | 19 Jan 21

PFS unveils financial vulnerability taskforce

To promote a ‘greater understanding of clients’

Best Practice | 5 Nov 20

CISI unveils e-learning course on vulnerable clients

‘Appropriate treatment’ of these customers is a ‘key concern for regulators’ globally

Asia | 5 Oct 20

Aussie adviser charged with dishonest conduct

His assets have been frozen and he cannot leave the country

Best Practice | 29 Jul 20

More than 24 million vulnerable clients in UK, says watchdog

‘Pressure is on for companies, government and charities to tackle’ this growing problem

Best Practice | 26 Jun 20

What does it really take to advise vulnerable clients?

Awareness is on the rise, but vulnerability doesn’t only apply to elderly customers

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.