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Consumer Duty and Account/Portfolio Transfers: What You Need to Know

Equisoft Accelerate Webinar Series

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In this webinar you will learn:

  • Overview of FCA Consumer Duty requirements
  • Implications for transfers and re-registrations including: handling manual and electronic transfers on one system, different product types, MI and reporting
  • What to consider when readying your transfers processing for Consumer Duty: including consistent and measurable transfer process for ins and outs, conversion use and integration