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Damian Davies: Three tools to perfect factfinding

Summary by Money Marketing
It feels like the art of factfinding often gets diluted by the science of compliance. No-one sets out to give bad advice, yet complaints do happen.  The reason is that these complaints can stem from poorly managed expectations, miscommunications or misunderstandings. This can be why so much weight of emphasis in advice is given to compliance risk warnings, caveats and processes designed to ‘CYA ’. Any good compliance person will tell you that th…
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Money Marketing broke the news in on Friday, May 30, 2025.
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