by Tony Catt | Jun 1, 2021 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Whistleblowing – good or grass? June 2021 Whistleblowing is not for the faint-hearted. I work on the basis – who is worse, the perpetrator or the witness who could have done something to stop bad practice, but did nothing and allowed it to happen/recur? Read...
by Tony Catt | May 6, 2021 | Catt's Eye View - Historic .PDF, Platform Research Reports
Platform Research Report May 2021 This report is produced as a due diligence resource for IFA firms to give them whole of market information. This report has been produced as a due diligence resource for my IFA firm clients to provide whole of market research...
by Tony Catt | Apr 1, 2021 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Senior Manager & Certification Regime – the “new culture” 1 September 2021 How people should behave even when their boss is not looking . With so many column inches already written about this, what on earth can I write that would be new and interesting? I guess...
by Tony Catt | Mar 26, 2021 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Environmental, Social and Governance (ESG) Investment March 2021 The future of investment is sustainable Last year around this time, I embarked on a project to provide a research document relating to Managed Portfolio Services as due diligence for one of my...
by Tony Catt | Jan 31, 2021 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Advice and research – time is money January 2021 Research – time thief or investment? Advisers are expected by the FCA to select the most suitable products to enable clients to meet their demands and needs and to enable forward financial planning. It is in this...
