Strategi Offers Covid Assistance Pack to Advisers

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Strategi Group is offering a collection of free and discounted industry resources to help financial advisers during the current government lockdown.

The company says that client frustration levels as a result of Covid-19 are increasing with many hurting financially.

“All this impacts upon client decision making,” says the firm. “As trusted advisers to our respective clients, we have a responsibility to step up and assist them where we can.”

The firm’s Strategi Covid Assistance Pack is available until 14 March 2021, and includes items such as:

  • A preparing for 15 March checklist
  • Disclosure requirements checklist
  • Developing your 2021 PDP
  • Discounted AML/CFT manual and templates

For the full list see the Strategi Covid Assistance Pack.