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7th March 2023

The Exeter: Understanding vulnerable customers

Jack Southcott, Proposition Manager, and Mandy Tonkin, Compliance Executive, discuss how we can support you and your advice process by considering customers in vulnerable circumstances. 

By watching this session, you will:

• Have a clearer understanding of what makes a customer vulnerable
• Understand the vulnerable customers charter and how this is relevant to your business
• Be able to offer suitable solutions to your vulnerable client’s needs

Watch now

 

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