Adviser: An individual who suggests and renders financial services to clients based on their financial situation

App: An application which is downloadable to a mobile device (smartphone/tablet)

ASARs: Annual Suitability Assessment Report

CMS: Client Management System

CPD: Continuing Professional Development

Host: The designated financial company or bank

MiFID II: The Markets in Financial Instruments Directive II

Practice Manager: An individual responsible for providing management to practice colleagues

SLA: Service Level Agreement

KPI: Key Performance Indicator