by Tony Catt | Dec 18, 2020 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Senior Manager & Certification Regime – update December 2020 Keep the “directory” or “register” up to date. This article was written for T-C News in December 2020. The SM&CR is being introduced and firms need to ensure that they are...
by Tony Catt | Sep 6, 2020 | Catt's Eye View - Historic .PDF, Platform Research Reports
Platform Research Report September 2020 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...
by Tony Catt | Sep 2, 2020 | Catt's Eye View - Historic .PDF, Financial Services - Articles
The Fixated Conduct Authority September 2020 This article was written for T-C News in September 2020 This article was written in September 2020 for T-C News. It is covering various topics that were current in the pandemic and how mortgage...
by Tony Catt | May 12, 2020 | Catt's Eye View - Historic .PDF, Managed Portfolio Services Reports
Managed Portfolio Services Report May 2020 This is my original MPS report which was commissioned by one of my client IFA firms in 2020. It was published by IFA/GBI Magazines in October 2020. This report was originally produced as a due...
by Tony Catt | Apr 2, 2020 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Ancient Chinese curse – May you live in interesting times! April 2020 This article was written for T-C News in April 2020 This article was written in April 2020 for T-C News. It is covering various topics that revolve around remote working....
