About
Join us as we dive into reviewing a client's existing plans within Defaqto Engage to efficiently assess their ongoing suitability.

This webinar will run every Monday and Wednesday at 2:30pm.

Discover how to use Engage to review your client's existing plans to assess suitability of tax wrapper, platform and investments.

If no times are showing please contact training@defaqto.com or 01844 295544
When
Monday, 01/04/2024 · 2:30 p.m. London (GMT +1:00)