Professionalism and Ethics Adviser, Knowledge Shop
Conrad has more than 30 years of experience in financial services, including senior executive roles with national financial planning networks. He ran AML training for accounting firms in the lead-up to the reforms and now answers their AML questions on the Knowledge Shop help desk. He’ll bring real questions from the help desk to the session.
Tranche 2 has been in force since 1 July, but applying it to real clients is raising plenty of questions. Do existing clients need...
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