Written on 28/09/2022

WHASAPP is increasingly replacing emails as the easiest point to point communication method.  This has implications for you in retail financial services.

Under Mifid there is an obligation to record this information, although for mortgage brokers and IFAs in general, there is no specific rule to mandate this.  

IFAC say it would be most unwise NOT to record these messages on the customer file.  And it is easier than you think.

You simply send the chat to email, and save therein - receiving the actual text in text. Click here for instruction  

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