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Financial Promotions – evolving challenges and novel solutions

Financial Promotions – evolving challenges and novel solutions

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In this episode of Operations Unpacked, from the Chartered Institute for Securities & Investment (CISI), industry experts Phil Clements and Stacey Onyido explore the evolving landscape of financial promotions. Moderated by hosts Victoria Sena and Colin Anderson, the discussion examines emerging regulatory expectations, common compliance challenges, and innovative approaches firms are adopting to navigate an increasingly complex environment. A timely and practical conversation for operations and compliance professionals seeking clarity in a fast-changing space.

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