CII in review of criteria for chartered firms

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The industry body stated that the review will seek to ensure that the criteria “continue to underpin customers’ expectations of a chartered firm”.

The initial phase of the review involved the CII conducting one to one interviews with stakeholders in the insurance and financial planning sectors, as well as a series of focus groups with consumers and SMEs.

Feedback
Feedback from this early stage will be published in July and the CII is also planning an open consultation with members, non-members

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