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MM Wired: Understanding due diligence

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Sponsored by: standard life

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

Panellists include:

Mike Hogg – Head of Platform Proposition, Standard Life

Ian McKenna – ‎Director, Finance & Technology Research Centre

Mike O’Brien – Managing Director, TenetConnect & TenetSelect

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