Partners Life has released its second edition of Licensing Quick Tips. This issue looks at the written service agreement between advisers and their clients.
The guide outlines why advisers should have a robust agreement with clients, and lists items they should contain.
The guide suggests steps advisers can follow to create or update their client agreement, and includes tips about using and maintaining the agreement.
Partners Life states that because the regulatory regime changed significantly, advisers need to ensure their client agreement is fit for purpose.
Click to see the guide here.