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24 May 2024 Financial Service Intelligence Watch

FSCA imposes order in respect of Mr Craig Roy Warriner

The Financial Sector Conduct Authority (FSCA) investigated the conduct of the BHI Trust and Mr Craig Roy Warriner over the period from 7 February 2013 to 30 September 2023. The investigation revealed that the BHI Trust and Mr Warriner, acting in his capacity as a trustee, functioned as discretionary Financial ...

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Working Smart

By Lee Rossini

During the advice process, staying connected with clients is essential to maintaining a long-term relationship. Traditional methods such as face-to-face meetings and phone calls are increasingly being complemented or even replaced by digital communication tools. One such tool gaining significant traction is video messaging. Understanding and effectively utilising video messaging can enhance client relationships and improve communication efficiency.

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