CISI adds investment and tax planning experts to mentoring scheme
9 July 2020
The Chartered Institute for Securities and Investment (CISI) has added M&G Investments and Octopus Investments to its 2020 Financial Planning Mentoring scheme. M&G will provide technical support for investment queries, while Octopus Investments will offer technical support for estate and tax planning to mentors and mentees. The scheme, originally launched in 2019, was designed...