Albert Goodman joins forces with SIFA Professional to bring you this informative webinar
The Solicitors Regulatory Authority's new Standards and Regulations are in force and have introduced individual and firm Codes of Conduct for the first time. The new Standards cover referrals to third parties.
Louise Osborne, Director of Albert Goodman Chartered Financial Planners, introduces this webinar and will give a short ten minute presentation on the new Cash Platform at AG.
Dave Seager, MD of SIFA Professional, gives an in-depth review of the SRA expectations around client referrals including how referrals should be based, how law firms should maintain their independence and the understanding law firms are expected to have regarding the third parties they refer to.
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