Wednesday, November 14, 2018

Tag: David Greenslade

Concerns Raised on Draft Code 

Strategi Institute has raised two concerns with the recently released draft Code of Conduct by the Code Working Group. Strategi Institute Managing Director, David Greenslade, says their biggest...

QuoteMonster Teams With Strategi to Provide Statement of Advice Service 

Quote platform QuoteMonster, is set to launch its new initiative, AdviceMonster, this week and in partnership with Strategi, will provide risk advisers with a...

Regime Changes – Taking Action Now or Later? 

The Code Working Group consultation paper has generated a great deal of discussion, as intended, on what advising under the new regime may look...

Strategi Merges With IDS

Independent Development Solutions (IDS), an industry compliance services specialist and adviser training, compliance and consultancy firm Strategi Group are set to merge. The merger comes...