News and Events

We are hosting an industry feedback session to discuss the LoA Data Checklist and next steps.

We discuss points outlined in the FCA’s Discussion Paper and our response.

Read our latest Process and Standards Group update.

We discuss some of the key highlights at PASA’s Annual Conference.

We discuss Woven Advice’s whitepaper: Platform Switching Eats Strategy for Breakfast.

LoA Data Checklist for advisers is now available to download for free.

Read our latest Process and Standards Group update.

We have been working with the industry to create a new fillable RHF.

We discuss the development of the Platform Account Opening (PAO) Standard that will improve communication between adviser systems and platforms.