The FCA has begun notifying advice firms about an important formal information request that will be distributed on Monday 30 June 2025. This request will require detailed insights into your firm’s advice processes, active clients, and other critical areas.
To support you, we are hosting an exclusive webinar on 30 June 2025 at 2pm. Join our Financial Services Director, Chris Jones, where we will:
- Interview Michael Lawrence, former FCA now Bovill-Newgate lead, on the request and what the industry can expect in the future.
- Offer practical guidance on effectively addressing and answering these requests.
- Demonstrate how Dynamic Planner can support you in answering future requests made by the FCA.
Spaces are limited, so make sure to secure your spot below:
