17th February 2011

Calling Advisers to confirm RDR business processing requirements

Origo, the eCommerce standards and services body has been working with the industry to ensure that the electronic communications that take place between Product Providers and Advisers via their Back Office Systems reflect the necessary changes required for RDR (Retail Distribution Review) compliance.

The online survey, seeks to confirm possible scenarios that will face Advisers, and possibly their Paraplanners and Administrators, in the run up to and post the RDR.
As a way to encourage participation, each completed survey will be entered into a Prize Draw to win £50 M&S vouchers.

To participate in the survey, please go to: http://www.adviserwise.com/Practical_Guides/RetailDistributionReview/Adviser-RDR-Survey.asp

RDR

Registration

Free Registration and CPD

Related Articles_

Axa Wealth: What did the RDR ever do for us?


Schroders' research reveals a significant number of advisers outsourcing their investment process since the RDR – Stuart Podmore examines the findings.

Read More

Who is actually responsible for the RDR mass-market advice mess?


It was Sir Callum McCarthy's infamous ‘Gleneagles speech in September 2006’ which laid the groundwork for the overhaul of the UK financial services retail distribution business model, something now referred to as the ‘RDR’.

Read More

RDR learnings


At the beginning of August, the ‘You could not make it up” season got well underway with HM Treasury and the FCA launching a review to examine how to plug the advice gap (their own regulatory actions had caused). Well, they missed that last bit out in the announcement.

Read More

You need to be logged in to comment on this article