Join us for an exclusive session with Carl Richards bestselling author, and creator of The Sketch Guy column in The New York Times—as he explores how simple visuals can dramatically improve how you engage with clients.

The FCA’s mandatory information request, issued on 1 July, DEADLINE is a key part of its strategy to monitor consumer outcomes and as part of an adviser's Consumer Duty regulatory obligations.

Join ebi and Mel Holman of Compliance and Training Solutions as we share practical guidance to help advisers and intermediaries respond confidently, clearly, and on time.