3 weeks to DDO-day (5 October 2021)

It’s been a while hasn’t it? Don’t know about you, but lockdown, home schooling, work – it all just got to me for a while there. But I’m back! And we are announcing a partnership with a funds management client! I am very excited. Read on to find out more! PS: is...

7 weeks to DDO-day (5 October 2021)

Something that has struck me recently, is that financial services compliance, risk and governance is very much focused on process. Which is understandable. But where does that leave outcomes? Do we even care about the outcome as long as we have a good* process? Read...

8 weeks to DDO-day (5 October 2021)

Firstly, a quick reminder that DDO requires all your marketing materials to be updated with either info about the target market or where to find the TMD. Don’t leave it to the last minute! Secondly, I’m hearing that lots of issuers are now turning their thoughts to...

9 weeks to DDO-day (5 October 2021)

Aaaaand we’re into single digit weeks. 9 weeks to go today. OMG. Anyway, moving on… I thought you might like to learn a bit more about Marketsoft, the other half of Wattletree. Wattletree is jointly owned by Mayflower and Marketsoft. Just who is Marketsoft? Read on my...

11 weeks to DDO-day (5 October 2021)

Let’s talk about making life easier. ‘Cos between lockdown, DDO, IDR, Breach Reporting and just general end of year stuff, I know most people are struggling. Plus it’s only 10 weeks until DDO goes live! GAHHHHH!!!! So here are a few (totally not Wattletree-related)...