TimeMLM is a website created by Financial Advisers, for Financial Advisers. We understand that your business depends on you being in front of your customers giving valuable service and advice while…
You must also be seen to be Treating Customers Fairly.
Treating Customers Fairly (TCF) is the cornerstone of the FSA's philosophy of ensuring that Financial Advisers provide a good, value for money service, from Fact Find to Suitability Report – and beyond.
All this takes time, YOUR TIME.
The FSA state that all firms must be able to demonstrate to themselves and the FSA, that they are Treating Customers Fairly.
Your Fact Finds now have to be more in depth. Your Suitability Reports have to be sent to the customer quicker than before. They need to be more compliant than ever before – All this while you satisfy the TCF requirements and still try to earn a living.
TimeMLM is here to assist Financial Advisers.
Hover your mouse on the icons to see where we can be of assistance to your business.