Compliance SOA Webinar – Understanding the compliance requirements

With the release of the new wizards within CWT, we considered it timely to provide dedicated session to provide an overview of the new templates and what is expected from a compliance perspective. This session is suitable for all Matrix, Clearview and LaVista advisers, principles, paraplanners and their support staff who are involved in the production of advice documents. This session is suitable for all Matrix and ClearView advisers, paraplanners and their support staff who are involved in the production of advice documents. Please click here to register.