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TDQ: Test your knowledge – Answers – March 2020 issue
27 February 2020
For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support.
This series aims to provide you with valuable advice and guidance materials to help you achieve your training goals, perfect your exam techniques and test your knowledge of the financial services market.
The following are the answers and reference material to the 10 answers which can be found in our March 2020 issue of professional Paraplanner, and relate to examinable Tax year 19/20, examinable by the CII until 31 August 2020.
New Letter of Authority service could be a ‘game changer’
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
Female Paraplanners Needed For Research Project (UPDATE SURVEY CLOSED NOW)
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers...
Aggregated costs and legacy trail commission disclosure
While the aggregated costs and legacy trail commission regime remains far from perfect, some clarity can be gleaned, says...