Risky Business: the Dangers of Risk Mapping

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Are you using unregulated providers to map and calibrate a crucial and critical part of the suitability process? If you are, beware as you may be putting yourself at risk of providing clients with ill-matched portfolios, not to mention falling foul of the UK regulator.
 
In our latest white paper ‘Risky Business – Why the regulator is right to be worried about risk mapping’ – we outline why some investment portfolios may be entirely wrong for clients, the issues that occur when different systems and methodologies are forced together and the way forward to ensure you avoid mis-selling and any fines in the process.
 
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 IE Risky Business