Committee to Help Advisers Navigate Troubled Waters

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The Adviser Platform (TAP) has launched a Claims Committee to help the firm’s adviser partners manage problematic claims.

Scott Duncan, TAP’s Head of Compliance & Advice, says the committee features experienced advisers with two being former board members of another aggregator.

Scott Duncan, TAP’s Head of Compliance & Advice.
Scott Duncan, TAP’s Head of Compliance & Advice.

“Tapping into the Claims Committee, advisers are able to receive valuable knowledge and advice from those who have dealt with hundreds of claims over the years, and have experienced scenarios that many advisers may never have come across during their career,” says Duncan.

TAP’s Managing Director Ryan Edwards says: “If a claim is declined, it isn’t a great result for the client or the adviser, and the adviser may not always know how to appeal it – something the Claims Committee can advise on.”