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Preparing for Life After Trail
Free Trail guide
3 Jun 2014
Panacea has developed a free guide on the removal of trail comission to help you understand what it means and what to do next.
Watch the video to find out more.
The guide, should assist in providing some clarity and includes sections on:
- Key dates
- Product providers and existing contractual agreements
- Going forward – how to plan
- Defining your proposition
- Compliance considerations when switching to fees
- Marketing communications
- Orphaned clients
Download our free guide by completing the form below.
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