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Bite-sized vulnerable customer taster training sessions - 15 March 2024

Employee training forms a vital part of UK regulations under the FCA. Formed as part of the Auxillias Academy offering, these one-hour seminars are suitable for staff of all levels in the industry and helps them fulfil this requirement. Each session will be delivered via Zoom or Teams and will be presented by Rob Bell, compliance expert.

Agenda:

• How to recognise a vulnerable customer

• Data protection and vulnerability

• Managing disclosures for both lenders and brokers

• Using data to support compliance with the Consumer Duty

• Compliance with the vulnerable customer guidance whilst navigating UK GDPR

Cost:

£95.00 + VAT per person. Three places for only £235 + VAT (£50 discount)

Dates:

For larger groups from the same organisation, we can run this session separately for a fixed fee. If this would be of interest to you, please get in touch to discuss dates.

If you have any questions or would like our support, please don’t hesitate to get in touch via AuxilliasInsights@Auxillias.com or the details on our contact page.

We look forward to seeing you!

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Helping Hands - virtual session - 11 January 2024

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March 21

Helping Hands - virtual session - 21 March 2024