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Letter of the law

Infoline is organising an event in London on May 20 to help IFAs run a compliant sales process.

The event will take place from 10am to 4pm and will be structured around seminars led by David Dinsmore, the former head of business standards at Legal & General, and Jayne Owen.

Participants will get expert help to evaluate the way they write suitability letters, striking the balance between a personalised and standardised approach.

Advisers will be able to compare their own interpretation of the FSA rules and guidance for suitability letters against industry experts and examine the most cost-effective approaches to applying the new requirements in practice.

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