Equisoft Transfer 1200x630 1

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

Equisoft Accelerate Webinar Series

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