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Developing your advice business

Panel discussion: Safeguarding your clients and practice against fraud

While fraud is often viewed as a system or compliance failure, judgement and duty matter just as much as formal processes. During The Allan Gray Edge webinar held on 3 March 2026, Taryn Duncan, a manager in the IFA Proposition team, hosted a panel discussion with Reo Emmet, senior legal adviser and Derwina Morar, manager in the Discretionary Product Operations team. They delved into why ethical judgement, professional scepticism and a strong commitment to client protection leads to better fraud prevention outcomes. Watch the 66-minute recording below.

 

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