RegSol’s Vulnerable Customers Seminar 24th March 2023January 2023
Are you missing out on engaging with potential clients because your website isn’t fully accessible or your meeting space isn’t physically accessible?
Are you fearful of engaging with clients who have identified vulnerabilities because you don’t know how to navigate those needs or know what reasonable accommodations should be offered?
This half day in-person event is designed to inform, encourage and support Financial Advisors in embracing a thitherto under-served market.
You will learn what the legal and regulatory requirements are but more importantly, how best to support individuals that do require some assistance to ensure your services are truly accessible.Cost: €100 p/p
* CPD accreditation for this event is sought from the Insurance Institute, Institute of Bankers, LIA and ILCU