ParaWhatNow

About

Username
ParaWhatNow
Joined
Visits
140
Last Active
Roles
Member

Comments

  • Depends on your overall experience and where your knowledge is at, I'd say. This may be a bit controversial (or not, perhaps) but I spent 18 months doing all R0 exams, sat R06 in January so you could say I had the majority of the info still fairly f…
  • Hi Abbas, I agree with the guys above, stick with it as you've already done the hard work. Personally, I wouldn't book another retake until you've read through the CII book. As mentioned, it's not a quick or easy read but you do definitely need t…
  • Hi Liam, We moved from Adviser Office to IO in late 2015. The migration process was absolutely awful, involved a ton of spreadsheets back and forth and once the data had been put into IO, there were definitely a few teething problems in the begin…
  • @LiamConnor said: Our thoughts are that it simply cannot be expected for an IFA firm to collate and produce a full breakdown of costs over the last 12 months, for all clients over every platform within our business. I say this simply because each…
  • I sat January R06 and passed having bought the Brand analysis so it is worth the money (let alone what you've already spent on the exam itself!). Also what the others have suggested in terms of looking at past CII questions and solutions is really u…
  • @AndyRichards said: Surely the majority of platform providers supply the 'ex-post' MIFID stuff (see Lang Cat research) Is there a requirement for us to provide the ex-post MIFID details in our annual reviews in addition to the providers al…
  • @arongunningham thanks for that i'll give it a look through
  • @arongunningham I didn't realise they had a review service, I'll definitely check that out, thanks. We're the same, our review letters do what we need them to do in a very basis sense, but they're just not the same standard as all of our other r…