In this month's Howwow, we're joined by Chris Jones, Proposition Director from Dynamic Planner to take a deep dive into the suitability requirements introduced by MiFID II.

Changes in the nature and timing of suitability reports

When they're needed (not just with a new product)

Richard Allum - Founder of The Paraplanners (and manages to run a few paraplanner events, Powwows and Howwows, or something like that).

Chris Jones - Proposition Director at Dynamic Planner where he is responsible for the investment process proposition and for ensuring clients investment suitability.  Chris has more than 25 years' industry experience and is both a Chartered and Certified Financial Planner.

Our panel will join us on Thursday 29 November, at 1pm for this hour-long online chat.

Want to ask a question on the topic already? Go on, once you've registered, pop your question under the Q&A section - don't wait for the Howwow,  or email us here, or ask in real-time on the day.

Join us by pressing the 'save my spot' button.

This Howwow online is on Thursday 29 November, 1-2pm. Can't make it? Then watch the replay, available just after the Howwow finishes.

If you enjoyed that Howwow, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.

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Got a question? Try these answers on for size

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On the day of the Howwow just sign back in here. But, we'll also send a reminder email ten minutes before it starts.

On the tech side of things. Viewing the Howwow on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.

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You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.

There isn't an upcoming Howwow listed, when will the next one be?

Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.

Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.

Powwows vs Howwows - what's the difference?

Here's the Powwow lingo.  Powwows are informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.

Got that? But there's more. Where Powwow gatherings are on a number of topics,  Howwows are for those times when we want to focus on ONE topic in particular and, in depth.

Sometimes we meet in person,  and sometimes we just like a good chinwag online.  Enter Howwows Online.

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Actually, my question was on something else

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Howwow online: MiFID II suitability with Dynamic Planner