Determination: The Reformed Christians for Truth Church v Merit Legal

09 April 2014 | Compliance - Regulatory | FAIS Ombudsman | Nivedna Rajmohan, Office of the Ombud for Financial Services Providers

quick poll

Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

View the Results