Client Feedback

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  1. FATCA e-learning pathway

    At the moment you have the FATCA e-learning pathway. However CRS is the global equivalent. Is there any way you can create a combined FATCA and CRS pathway or a separate CRS pathway?

    1 vote
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    • Drag and drop feature

      I feel there needs to be a template where it is possible to drag and drop for certain tasks that you may want implement - It would make some of the training more interactive

      1 vote
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      • Changes to mortgage regulation module to reflect current legal and regulatory position.

        Under page 4 of 15 under the "mortgages and their registered charges" pathway it states "as you've seen, one of the conditions for a regulated mortgage contract is that the mortgage must be secured by a first legal charge on the property." However, following the implementation of MCD in the UK in March 2016, second charge products also form part of MCOB and are also a regulated mortgage contract. Can you please update this on the pathway as it is otherwise misleading.

        2 votes
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