Customers in Vulnerable Circumstances – what would you do? – Upcoming CISI Webcast

Are you confident you understand what regulatory obligations are when it comes to handling customers in vulnerable circumstances? Could you identify a customer who was struggling and might need more support?

Join our live interactive discussion, where we present a series of dilemmas to an expert panel where our audience will actively participate by voting on what they would do next.

Following extensive research by the Alliance at the end of 2021 and the FCA’s guidance on vulnerable customers, join us for some truly engaging CPD to challenge your views on the right thing to do along with colleagues from wealth, investment, financial planning and banking.

Book your space now

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