Related topic: PII

HM Treasury has just opened a consultation that could fundamentally change who pays when appointed representatives get complaints wrong. Jonathan Newell, co-founder and CEO of BareRock...

Jonathan Newell, CEO and founder of BareRock, says firms that thrive over the long term are those that have reconceptualised PII as a fundamental business asset rather than a...

We spoke to John Netting, co-founder and COO of BareRock, about the provider's new service to reward well-run financial intermediaries, what difficulties advisers are facing when...

Advice firms who take up the technology may qualify for insurance premium reductions.