PROD (Product Intervention and Product Governance Sourcebook), is here and needs to be dealt with.
There have been a number of papers produced for financial advisers on the subject, but it seems to us that few offer any real help when it comes to implementation. At PortfolioMetrix, we have created the perfect guide, along with input from advisers and industry experts.
Turn the regulation into best practice and stand out from the crowd.
“PortfolioMetrix has improved our existing relationships and client retention is excellent”