CF1
-
September 10, 2024
Understanding the Financial Ombudsman Service
In this article, we look at the Financial Ombudsman Service (FOS), focusing in particular on the process to be...
-
July 23, 2024
The Life Cycles That Impact Protection Levels
Both CF1 and R01 use the concept of life cycles to illustrate factors that impact on the level of...
-
March 26, 2024
Getting to Know the ‘Know Your Customer’ Rules
Here, we take a look at the ‘know your customer’ rules, focusing, in particular, on investment objectives - useful...
-
March 19, 2024
Order of Taxing Income
Here, we look at the order in which multiple sources of income are taxed. This article is particularly relevant...