Firms servicing the volume sector and receiving bulk instructions require efficient mechanisms to import new instructions and changes. The data transformation suite caters for:
28-06-2017 Turner Parkinson LLP believe when it comes to servicing its own clients that relationships are key. Furthermore for its clients to get the quality of service they deserve selecting the right adviser is crucial.
21-06-2017 Currently, according to the SRA Financial Services under rule 10, records relating to clients and matters should be kept for at least 6 years. The FCA advice is that records should be kept for 5 years.