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Insights
Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Compliance — clear filter
The annual-allowance trap: a referral trigger hiding in plain sight
Certain pension pitfalls hide behind a high income or a good year. Here is how to spot the client who might be exposed and why it…
CompliancePensions & retirement
The ACCA rules on referral arrangements, explained plainly
If you are an ACCA member wondering whether you can earn a share for referring a client to a specialist, the short answer is yes …
Compliance