Why record-keeping & note-taking for MiFID II is important – June 2019

The FCA amended its proposal to require advisers to tape telephone calls under MiFID II by saying they can also make a written note of the conversation. They added the regulation that all face-to-face meetings also needed to have a written note. VoiceNotes delivers the solution by documenting all calls and face-to-face meetings in minutes. It’s [...]

Why record-keeping & note-taking for MiFID II is important – June 2019 2019-06-27T14:50:07+00:00

Our New Newsletter – June 2019

It's finally launched! To subscribe to our newsletter to receive the latest updates and offers just click here: SUBSCRIBE ME NOW Welcome.

Our New Newsletter – June 2019 2019-06-04T09:48:37+00:00