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Sesame platform guidance for IFAs

Keith Gilmour
Gilmour: ’Key to protecting members’

Sesame Bankhall Group is running a compulsory accreditation programme for members who want to use the Sesame One platform.

It says the programme will give advisers guidance, training and assistance on the use of the platform, plus relevant tools and processes to ensure IFAs are recommending a product that is suitable for clients.

The full accreditation process can take a number of weeks and involves three stages, including a due diligence process to ensure the platform is right for individual firms and their clients, an online assessment and a training session delivered by Axa Elevate.

Sesame business development director Keith Gilmour says the programme will be free to Sesame members.

He says: “Platforms remain a high priority for the FSA, which is why we bel- ieve this programme is key to supporting and protecting our members.

“This programme provides support in helping firms to move their business to this new platform-based offering.”

Finance and technology research centre director Ian McKenna says the programme will enable IFAs to make a key strategic decision.

He says: “The selection of a wrap platform is a key strategic decision for any IFA. This kind of thing is essential and will be the difference between an adv-iser maximising their potential or not.”

IFA Robert Philip Bowsher says: “I think it is an excellent idea. It will ensure clients get the correct advice and that the standards of Sesame advisers’ advice is high.”

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