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WhatsApp messaging between RMs and clients raising compliance concerns

Asia’s HNWIs are using smartphone apps to communicate with relationship managers, and bankers are responding. This is causing problems for private banks, which must revisit their digital client communication channels, especially as regulators clamp down on investment suitability processes. “It was only inevitable that HNW clients turned to WhatsApp and WeChat to reach out to their bankers because of sheer…

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