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Re assess Suitability (FCA regulation) (Customer Servicing (Execute manual…
Re assess Suitability (FCA regulation)
Advice & Oversight
Outline principles of the customer journey, customer communications
:check:
Content writer
Draft content in German
:check:
Delivery team
Implement scenarios by priority
:pencil2:
Legal
Customer Servicing
Execute manual processes - Ad Hoc Review, Unsuitable Process
Agree reminder process
FFB technology team
re assess advice pending scearnio - block top up / add monthly contribution
:question:
Compliance
Inform team of any implications from Portfolio Management team's conclusions on CMA changes
Visual design
Create prototype
:check:
Investor
Respond to request for re assessment