Vulnerability Report
Just had our annual compliance audit and it was suggested that the FCA could request MI on our vulnerable clients. Can a report be included to show all of our vulnerable or potentially vulnerable clients?
Just had our annual compliance audit and it was suggested that the FCA could request MI on our vulnerable clients. Can a report be included to show all of our vulnerable or potentially vulnerable clients?
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Comments1
David Pegler
May 20
•Merged request
•3 votes
Export vunerable clients
Could we add a filter in the client export to only export clients marked as vunerable?