This post is an essential introduction to MiFID client categorisation. We’ll explain the three categories and discuss why it’s important that your clients are correctly
Year: 2023
How Long Should a Therapist Keep Client Records?
The UK’s Health & Care Professions Council (HCPC) advises that therapists should keep “full, clear and accurate” records. In this post we’ll discuss some best
What is Conduct Risk for Insurers?
In recent years, the Financial Conduct Authority (FCA) has been working towards an agenda they refer to as “conduct risk”. Customers trust insurers to provide
A Guide to Record Keeping for the Self Employed
If you’re a self-employed freelancer or contractor, you have a legal obligation to keep certain records. These laws apply whether you’re a sole trader, or
Dental Nurse: Role & Responsibilities
If you’re considering a career in dentistry, this post will outline the key responsibilities of one of the most important roles in the industry –