March 10 Seminar - Efficiency, Compliance and Best Practices on Client Risk Profiling & Account Opening
Material downloads

To view a recording of the March 10th seminar Click Here.

View a copy of the Financial Services Authority (FSA) Guidance Consultation paper Assessing Suitability: Establishing the risk a customer is willing and able to take and making a suitable investment selection.

Go to http://www.riskprofiling.com/march10 to complete your own FinaMetrica risk profile.

Download a copy of the FinaMetrica Presentation.

View FinaMetrica’s response to the Financial Services Authority Guidance Consultation paper.



Download a copy of our Investment Policy Statement with FinaMetrica Risk Profiling.

Download a copy of the PlanPlus presentation.



Download a copy of the Arius Software presentation.

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