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Level 5 certificate to remain the minimum requirement for advisers

Tuesday 6th of August 2024
Dale-Jones said the committee has considered whether the level 5 certificate “was hitting the mark” and whether a sub-group of advisers should be held to a higher standard when providing investment planning advice.
“We decided that we're not making a proposal to impose additional requirements on a sub-group,” he said.
While the latest version of level...
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