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Knowledge Bank & TMA
Compliance Clinic
8th February at 10AM
TMA are joining forces with the market leading criteria search system, Knowledge Bank, to deliver their first ever dedicated Compliance Clinic!
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We will be discussing how compliance has been affected by the changes to ‘normal’ working structures due to the pandemic, how to ensure your files still stand up to regulatory scrutiny through the use of technology, and answering your compliance concerns LIVE.
Jordan Garside, Account Manager at Knowledge Bank, will be joined by TMA’s own Simon Lovell and Victoria Brady, to provide a valuable insight into how the impacts of COVID-19 & lockdown have forced change upon conducting business. From the effects of remote working on daily sales processes to fact finding via virtual client meetings, we will be discussing how you can evolve to accommodate these changes and ensure you preserve your compliant status.
Date & Time:
- Monday 8th February
- 10AM | Duration – Approx. 1 Hour
Panellists:
- Jordan Garside, Account Manager at Knowledge Bank
- Simon Lovell, Field Compliance Manager at TMA Club
- Victoria Brady, Customer Outcome Review Team Technician at TMA Club
Attendees who attend the full session will be sent learning certificates which can be used for 60 minutes of CPD.
We encourage brokers to ask questions during the event. If you would like to provide us with any questions you have in advance, please supply when registering below. We will do our best to get through as many as possible during the live session. |
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