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Treatment of ‘Gone-Away’ Clients

May 23 @ 4:00 pm - 5:30 pm

Thursday 23rd May 2024 | 04:00 PM – 05:30 PM | Webinar


How do firms best manage inactive or ‘gone-away’ clients? The introduction of Consumer Duty has significantly increased the risks and costs of maintaining inactive accounts. Firms are being urged to consider a proactive approach to returning money to inactive customers to achieve wider benefits for their businesses and the underlying customers.


John Triddon, CEO of Cleardown Solutions, will discuss practical guidance for this unique problem.


To register to attend, complete the form below or emailĀ events@thebrokerclub.org.


Registrations are now closed for this event - contact events@thebrokerclub.org for more information



May 23
4:00 pm - 5:30 pm
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The Broker Club
Cleardown Solutions



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