How to establish a robust evidential trail and deliver fair value for assets under advice customers
Download our case study to find out how we were engaged to conduct a Past
18/04/24
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Past Business Review
Download our case study to find out how we were engaged to conduct a Past Business Review of advice files to determine the extent of customer detriment using our most robust file review methodology, which is usually reserved for S166-type reviews.
Find out how we helped our client avoid a potential mass-remediation project
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