TCF Gap Analysis
Most of us do treat our clients fairly. It’s the way we do business. But let’s be safe and not sorry. Spend a few minutes completing the Old Mutual Wealth TCF gap analysis and be sure.
As soon as you’ve finished, you will receive a report that indicates your standing in terms of the 6 TCF outcomes.
From there, you can discuss your results with your business or practice consultant.
You will receive 1 CPD point (Ethics and Practice Standards) on completion of the gap analysis.
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