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Steve D'Souza

Business Development
Iress
Member since
30 Jun 2014
Location
London
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Followed by John Sims, Martha Boyle and 5 others you follow
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Steve D'Souza

What do you do to get a suitable client? Part 2

“There can be no disparity in marriage like unsuitability of mind and purpose.” ― Charles Dickens, David Copperfield The Financial Conduct Authority (FCA) requires all wealth managers to demonstrate that they have taken reasonable steps to ensure that any personal recommendation is suitable for their client. This means they must have obtained e...

01 September 2014 /retail

Steve D'Souza

A suitable client...is there such a thing?

The Financial Conduct Authority (FCA) has a clear set of guidelines that require wealth managers to demonstrate the exercise of their duty of care towards clients. All wealth management firms recognise that protecting their client’s interests is the major requirement in any service offering. This article will examine the issues currently surroun...

11 August 2014 /regulation /retail

Steve D'Souza

Will the world live as one? Wither IoT...

John Lennon said “You may say I'm a dreamer, but I'm not the only one. I hope someday you'll join us. And the world will live as one.” In the technology news recently, was one item that probably passed you by- Cisco, IBM, GE and AT&T have launched the Industrial Internet Consortium, an open membership group that aims to break down technolo...

07 July 2014 /startups

Steve writes about

  • artificial intelligence
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  • covid-19

Steve's opinion archive

  • 2020 (1)
  • 2018 (1)
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  • 2014 (3)
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