UNDERSTANDING DUE DILIGENCE
- Is there such a thing as the correct formula to approach due diligence?
- What criteria should advisers use when assessing tools or third party services?
- What are the pitfalls advisers should avoid in reviewing products? How should the due diligence process differ when it comes to working with third parties?
- How can advisers be assured they are doing sufficient due diligence to keep the regulator happy?
Moderated by: Natalie Holt – Editor, Money Marketing
Mike Hogg – Head of Platform Proposition, Standard Life
Ian McKenna – Director, Finance & Technology Research Centre
Mike O’Brien – Managing Director, TenetConnect & TenetSelect