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.