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Rory Percival tackles suitability reports at our Birmingham Seminar this week

13 May 2018

Rory Percival will be at our Birmingham Technical Insight Seminar on Wednesday 16 May tackling the issues around writing compliant, FCA-friendly suitability reports. (Limited space remain)

BOOK HERE for our Birmingham event. Our events are free for paraplanners.

Rory is a well-known figure in the industry, both for his role as technical specialist for the FCA and as a supporter of paraplanners as, in his words, “sitting at the heart of adviser businesses”.

Rory will be tackling issues around suitability reports, which are obviously a core part of the advice process and central to the paraplanner’s role. He will be looking in particular at reports needed at the annual review stage in light of new requirements, as well as providing his views on good and poor practice for suitability reports.

You can see our interview with Rory in the April issue of the magazine  

Here’s Rory talking about the key take-aways from his session at our Exeter Seminar earlier in May.

We are delighted also that Cathi Harrison, founder of Para-Sols and Apricity, will be tackling suitability issues at our Norwich Seminar (Sprowston Manor) on 23 May 2018.

BOOK HERE for our NORWICH SEMINAR. Our events are free for paraplanners.

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