Know the difference between an SOA versus an ROA: who is the providing entity?

21 Oct. 2024

One-off Webinars

Paul Derham
Managing Partner
Know the difference between an SOA versus an ROA: who is the providing entity?

Do you know when you need to provide an SOA versus an ROA?

This is a frequently asked question among advisers. Our Managing Partner, Paul Derham, tackled this question in our October Wrap Up. As Paul explains, the key concept you need to grasp is 'Who is the Providing Entity?'

If you want answers to more questions like this, subscribe to our Monthly Wrap Up webinars and submit your own questions as well.

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