Best Practice | 1 Dec 17
Five probing questions advisers should ask providers
Regulators are encouraging financial advisers to go deeper with due diligence exercises when selecting products and services for their customers, and to piece together an audit trail, says AKG’s Matt Ward.
Latest news | 1 Dec 17
Offshore tax regime ‘may breach human rights’
Incoming Requirement to Correct (RTC) rules “are a potential breach of human rights” according to James Quarmby, a top private client tax lawyer.