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Tag Archives: WhatsApp

7 May 2018 |

Mobile / Tablet / CRM

SFC tightens guidelines around use of instant messengers for investment orders

13 February 2018 |

Mobile / Tablet / CRM

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WhatsApp messaging between RMs and clients raising compliance concerns

13 June 2017 |

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UBS WM to address “client inconvenience and RM risk” with new tech tie-up

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