The Model Office Blog

MO® and your new regulatory dashboard

[fa icon="calendar'] Jan 30, 2018 12:46:12 PM / by Chris Davies posted in Financial regulation, Financial business development, fintech, client engagement, regtech, Constructive compliance, Risk management, practice management, FCA, advice, HMT, suitability, FAWG, FAMR, Fitbit, MiFIDII, Data, GDPR, Chatbot

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With much hype and a small amount of derision, we now await the financial services Pensions Dashboard project, due to deliver its pension aggregated information and transparency services to pension investors by 2019. Its role is to allow investors:

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MO® the Chatbot launch

[fa icon="calendar'] Jan 19, 2018 1:18:32 PM / by Chris Davies posted in Financial regulation, Financial business development, fintech, client engagement, regtech, Constructive compliance, Risk management, practice management, FCA, advice, HMT, suitability, FAWG, FAMR, Fitbit, MiFIDII, Data, GDPR, Chatbot

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With The FCA now focusing on the implementation of MiFIDII and with the SMCR and GDPR also on the way, we are now seeing far more focus on disclosure, transparency, accountability, roles and responsibilities.

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