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Advisers overdoing the paperwork
Friday 7th of September 2012
Ange Lambert, a certified assessor who has marked over 250 Standard Set C assessments, spoke at the recent PAA roadshow about what and how much advisers need to do to satisfy the requirements of legislation.
And her message was that more is not always better when it comes to disclosure and other requirements around written documentation.
“The whole point of the regulations is to m...
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