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A practical guide to selling financial services on the phone in Europe

If you are selling financial services from a distance, this is a must read. Covering 9 countries across Europe this publication will answer questions about legal cooling off period, third party offers, (wet) signatures, opt-in/out rules and much more. The publication is only available in electronic format.

€ 75.00 Pack Buy

Table of contents:

  • Contacting on the phone

  • Recording of calls

  • Selling on the phone

  • Licensing for Call Centers

  • Sharing of Data 

  • Verification of Identity