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The Client Obligation Alliance is providing Monetary Planners and adviser companies that are members a free model of Cash Alive Workplace movies, together with its new ‘Funding Threat’ and standard ‘Shield Your self From Scams’ field units.
The funding danger field set is designed to work alongside an adviser’s danger profiling instrument of selection.
It’s appropriate for brand new and skilled traders and can assist first-time traders perceive the idea of funding danger and issues to contemplate.
It’s also a helpful refresher for the extra seasoned investor, based on the Alliance.
The scams field set educates viewers in regards to the rising menace of scams and the way they’ll scale back the possibilities of turning into a sufferer.
The free sources enable companies to ship shoppers interactive instructional movies and the merchandise' reporting characteristic will assist companies proof a consumer’s engagement and understanding in keeping with FCA necessities.
Keith Richards, chief govt of the Client Obligation Alliance and former CEO of the PFS, mentioned: “Interactive movies are a strong help in serving to to tell and empower folks. These free sources powered by Cash Alive are one other nice instance of how skilled assist service suppliers throughout the Alliance are coming collectively to share good follow extra extensively, providing insights and tangible sources pro-bono, to assist companies meet and proof their obligations.”
Andy Kirby, Cash Alive chief govt, mentioned: “Funding danger is a crucial idea for shoppers to grasp so we’ve made a brief field set on the subject which can assist shoppers take into account danger in a better-informed means.
"The field set, which might be seen in simply quarter-hour, additionally talks about dangers central place within the recommendation course of and the worth an adviser can add when a consumer is making and reviewing funding and pension selections.”
Cash Alive Workplace was launched in 2018 and helps companies educate shoppers on a variety of matters together with pensions, safety, wills, LPAs and fairness launch.
The Client Obligation Alliance launched in March 2023 as a not-for-profit, unbiased skilled membership physique. It incorporates the Monetary Vulnerability Taskforce, the adoption of a shopper going through Monetary Vulnerability Constitution and the Pensions Recommendation Taskforce.
The Alliance works with practitioners, material specialists and associates to create good follow steering, references and hyperlinks to 3rd events supporting the occupation in reaching their Client Obligation necessities.
People and companies can be a part of the Alliance free by adopting an unbiased Code of Skilled Requirements; a brand new benchmark of fine follow.
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