View more on these topics

Inquisition on client data

Aviva appear to need everything except one’s inside leg measurement now before they will release any information about my clients.

The questions went as follows: policy number/was I the registered intermediary/start date/type of contract/client’s full name/client’s date of birth/client’s address/client’s postcode/my name/inter mediary name/inter- mediary address/intermediary postcode.

Perhaps this is the only way Aviva can satisfy itself that the client has an intermediary and not to be approached directly?

Neil Townley
Director, Pencap (2004) London SW1

Recommended

1

FSA failed on register warning

Mortgage professionals say if the FSA had heeded industry calls for an individual register of mortgage advisers when regulation was first introduced, it could have weeded out the “bad apples” long ago.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com