How Dutch bemiddelaars and volmacht agents can use WhatsApp within the Wft and AFM rules: licence scope, duty of care, Autoriteit Persoonsgegevens.
What a NAICOM-licensed Nigerian broker may send on WhatsApp under the NDPA 2023: servicing versus marketing, consent, opt-outs, third-party motor.
Last year's premium, the shop-around wording, the price-walking ban: what a UK renewal notice must contain, and how a broker keeps the client around it.
How UK brokers handle a failed premium finance direct debit on WhatsApp: message sequence, tone, lender steps and the Consumer Duty support outcome.
Salary dates, debit order runs and public holidays decide whether a premium reminder works. A Southern African timing guide for brokers using WhatsApp.
How UK brokers can prospect SME commercial clients on WhatsApp without breaching PECR or the GDPR: soft opt-in limits, B2B rules, LinkedIn and referrals.
How a South African brokerage splits its book by risk score, engagement and renewal window, then picks templates and tests timing on WhatsApp.
Utility or marketing? What Meta approves, why broker templates get rejected, the 60-day review window and the UK consent rules that sit on top.
A failed debit order is the first sign of a lapse. How South African brokerages spot it early, reach the client on WhatsApp and keep the policy alive.
Servicing a policy and marketing a new one differ under POPIA section 69. A practical guide for South African brokers messaging clients on WhatsApp.
UK brokers must evidence good outcomes under Consumer Duty. How a shared WhatsApp inbox keeps client messaging compliant, recorded and fast.
A step-by-step guide for FAIS-licensed brokerages moving off personal phones: choosing the number, capturing opt-in, writing templates and keeping records.
