Cashwerkz and Complii sign alliance

Cashwerkz and Complii sign alliance

We are pleased to make the following announcement: + Cashwerkz and Complii sign alliance to automate compliance process for stockbrokers and their clients placing online cash investments

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How to prepare a clear, concise and effective Statement of Advice

How to prepare a clear, concise and effective Statement of Advice

Preparing a clear, concise and effective Statement of Advice (SOA) can be achieved by following a few simple steps. And avoiding some of the more common mistakes. Financial service providers must provide clients with a Statement of Advice w…

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COMPLII FINTECH SOLUTIONS LTD ACQUIRES THINKCADDIE

COMPLII FINTECH SOLUTIONS LTD ACQUIRES THINKCADDIE

We are pleased to make the following announcement: + Acquisition of ThinkCaddie; A new solution to meet and track CPD obligations under FASEA's CPD legislation.

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