| 6th Jul 26 | Private Wealth Management | Zoom Call |
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| PWM Compliance | ||
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Chairman Sarah Meakes Alder IM This meeting has been switched to a Zoom video conference call |
Discussion Topics • Evidencing clients’ access to online valuations • Data protection complaints • Rathbones findings • Elective professional: opt up by sector/investment type • FCA —surveys: bereavement & MPS —interaction —other FCA points • Other points |
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