VIDEO: New due diligence requirements for solicitors

6th March 2013

Yesterday we were delighted to have had Stuart Bushell Legal Affairs Director of SIFA speak at our seminar. We hosted the event in Milton Keynes, and we invited leading solicitors and accountancy practices from the area.

Stuart opened the seminar with a summary of the Solicitor’s Regulatory Authorities (SRA) position on referrals and the practical implications for legal practices. Abbie Tanner, of A Business Innovation then discussed why the “beauty parade” is broken and suggested ideas for the attendees to consider. Our Director, Neil Bailey closed with an insight into how we can help solicitors meet the new due diligence requirements along with an introduction to our investment policy.

We are thrilled with the feedback we received. 100% of attendees rating all of the speakers as very good/excellent. Attendees were also interested in attending future events, and indicated topics they would like to hear– so watch this space.

So you don’t feel like you missed out, below are slides presented on the day.

Neil Bailey and Stuart Bushell video from the Fortitude Financial Planning Seminar on 5th March.

To find out more about future seminars or to receive a copy of our Due Diligence pack please get in touch.