MorganAsh launches client portal to disclose vulnerabilities to firms

In line with Consumer Duty requirements

Isabel Baxter
clock • 2 min read

Financial services support provider MorganAsh has launched a client portal to give clients the information and confidence to disclose potential vulnerabilities to firms.

Financial services support provider MorganAsh has launched a client portal to give clients the information and confidence to disclose potential vulnerabilities to firms. The portal - It's Who I Am - works in tandem with the MorganAsh Resilience System (MARS) and will be provided to clients when they receive a request from firms to complete a MARS vulnerability assessment. Through MARS, each client receives an email invite to complete an online questionnaire, or the opportunity to complete the questionnaire with their adviser. In more complex cases, a MorganAsh nurse can undertake...

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Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

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