Martin Moore
Compliance Specialist @Mm Financial Consultants
Milton Keynes, GB
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Jan 2016 — Present
Compliance Specialist @Mm Financial Consultants
View department →
Milton Keynes, GB
Specilialism in delivery of Retail IFA Compliance, MIFID 11, PROD, AML, GDPR, Data Security, Vulneable Persons, policies process Design and delivery ofInvestment PropositionRetirement Income PropositionCohesive Investment PropositionDB Transfer file reveiws
SKILLS
Private BankingFixed AnnuitiesAsset AllocationMutual FundsSavingsRisk ManagementPersonal FinanceFinancial AdvisoryBack OfficeRetirementBondsStrategic Financial PlanningRetirement PlanningInvestmentsStrategyProtectionFinancial ServicesLife InsuranceInvestment ManagementWealth ManagementRelationship ManagementFixed IncomeSalesFinancial PlannersFinancial MarketsWealth Management ServicesAsset ManagmentCritical IllnessInheritance Tax PlanningWealthFinancial RiskIncome ProtectionAsset ManagementEquitiesInvestment StrategiesAlternative InvestmentsPortfolio ManagementPensionsHedge FundsFinancial Planning
ABOUT MARTIN MOORE
Compliance Specialist at MM Financial Consultants
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.