NewLink

Hi All,

Who are you using or how are you logging your CPD?  We are a 3 person Broker office and each have over 25yrs experience but I appreciate we have to complete Min. 15hrs of CPD per year and that this has to be submitted to FCA.

The outsourcing companies seem to charge a fortune and so any recommendations?

Steve

Afternoon All, 

I assume, like me, you have begun to receive info from insurers relating to green car issuing for motor policies pre & post Brexit.  My question is, I assume I need to contact all with a motor policy and advise them that the EU coverage on their cert will possibly be invalid on their certs.

Is there a way that I can send a "Group" email mailshot to all clients (obviously observing GDPR) for those that have requested email cores. and a letter to each client that has preferred post?  What I am trying to get at is other than going into each clients diary page and manually requesting can the system do a group sending?

I have OA/OPM if that helps, do I need more software?  

This could also assist us with the "Newsletter" we are planning on sending later in the year as well.

Thanks

Steve

Hi

Does anyone know for sure if we are to include Commercial Vehicles and Property Owners (BTL) under the act?.  In the past I have treated these as Consumers but no one can give me a definitive answer

Thanks

Steve

Morning all,

I know that the act has been in for a month or so but I have a question that I just cannot seem to find a definitive answer to....There are 2 types of clients I am having difficulty in deciding whether to include them under the act:

1) Commercial Vehicle Clients (Builder/Plumber etc.) - in the past I have treated these as consumers.

2) Clients who have a BTL property but this is not their main income, purchased as an investment etc.

What are your thoughts?

Thanks

Steve