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  • Ishan Dan

Planning body offers guidance on file notes

The Financial Planning Association (FPA) this week released guidance on best-practice approaches to file note records to support more transparent and detailed record-keeping. The changes come in response to consumer complaints that highlighted gaps in records as part of subsequent investigations. The FPA said “The new guidance provides innovative ways for financial planners to create…
Ishan Dan | 29th Apr 2021 | More