When answering Any Answers should we , given the advice is often specific to particular circumstances rather than generic, be mindful of our obligations re identifying clients under MLR, are we crossing a line , is the lack of reward sufficient protection?
A post by @Ian Bee on another thread today prompted this thought, his was in the context of an excuse for not giving prospective clients detailed answers at the enquiry stage, but got me thinking,
By Ian Bee
23rd Nov 2017 11:06
While I might meet a potential client to explain what I can do, strictly I cannot give advice or technical explanations unless they have undergone money laundering checks etc., and agreed terms of engagement.
It's also a good excuse to avoid getting sucked into giving free advice."
So, does Any Answers encourage transgression?