Prepared by the team at Worksmart; this document provides invaluable information, insight and guidance for any Financial Services firm who is covered by the rules; covering key topic areas such as:
- Background to the requirement and rules
- Roles Included for Publication In The Directory and The Register
- Initial Data Upload & Maintaining The Directory
- The Data Held In The Directory
- Uploading & Maintaining Data To The Directory
- Practical Considerations & Challenges
- Data Accuracy
- Case Study Examples, and;
- Useful Q&A across all areas of discussion