Recent changes brought about by the Government’s Budget announcement have prompted the need for financial advisers to perform a review of their published documents and website.
In a recent survey, Strategi discovered that only 40% of FAPs’ websites have been updated to reflect changes introduced by the Government.
The firm has published a checklist to help businesses update their documents and keep client information current.
Strategi says that among the areas that might need attention include website tax calculators and fact-finding documents to reflect new income tax thresholds and credits.
Click here for the full list.
Following the Government’s Budget, are your published documents and website still current?
- Yes (63%)
- No (20%)
- Not sure (17%)
Loading ...