With increased regulator scrutiny on firms' CIPs, there is the need to demonstrate that you know enough about the companies that you introduce to your clients.
The Timebank Foundations Programme has a library of Due Diligence reports on SIPP providers, platforms, DFMs and investment companies.
These are available to everyone, whether a retained Timebank client or not, for a single, simple fee.
Visit Our Store to complete your due diiligence for the next 12 months in just a few clicks.
