The role of the Independent Financial Advisor (“IFA”) has become crucial in addressing the new requirements of investors around the world.
Clients of financial services are not only more sophisticated, but more demanding regarding the neutrality and independence of the services they require. Accordingly, financial Advice is not an exemption.
ADEPA, through a set of tools and solutions, helps the IFAs tackle the challenges and maintain the quality in the services they deliver while protecting an independence status. This support is also put at the disposal of financial organizations who, correspondingly, wish to better serve the IFAs and their end clients.