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 [...]
Senior Managers Regime involves a lot of note-taking - here's an account of why it's important and how services can help support SM&CR.
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