Webinar Series: Managing Ageing & Vulnerable Clients – Dec 2021
Speaker: Gillian Kelly, KPMG
Date: Thursday 9th December, 9am – 10am
Firms should be familiar with the circumstances of their customers and be able to identify actual or potential vulnerability characteristics. Establishing a Vulnerable Customer Framework will enable firms to do this and consider the treatment of these customer across their business.
Gillian Kelly and her colleagues, who specialise in conduct risk and consumer protection in KPMG, will discuss the importance of identifying vulnerability characteristics, embedding a Vulnerable Customer Framework in your business and upcoming regulatory focus areas.
CPD: 1 hour for live attendance