PPS (Product and Platform Switching) and The Consumer Duty

The session will cover:
10:00 Welcome, Roger Perry, Head of Intermediary Sales, Defaqto Engage/Centra update:
ESG Data, Questionnaire Enhancements and Engage roadmap
10:10 An Interview with Paul Dagley-Morris, Chief Technology Officer
10:20 Introduction to Product and Platform Switching
Consumer Duty – How Engage can help you with The Consumer Duty
An Introduction on Consumer Duty Profiles, with Mike Turner and Andrew Duthie
Engage roadmap 
10:50 Upcoming events what’s next 
10:55 Close of event

The session will be delivered by Roger Perry and Jack Gibbins. There will be opportunities for questions through out the session.
These events are exclusive to authorised investment advisers only (or officers of a regulated advice business).