Mifid II exposes ‘charging grubbiness’ of top 20 funds
Some of the biggest names in UK retail are charging investors nearly double the ongoing charges figure (OCF) of their funds, Mifid II regulations have brought to light.
Trust company launches tax planning tool for expats
Sterling Trust has launched a specialist arm of the business, offering a variety of bespoke products to the international market place.
Offshore jurisdictions vie for cryptocurrency dominance
While investors may find the allure of stellar returns on Bitcoins too much to resist, offshore centres are catching up to offer services and regulations for the emerging cryptocurrencies.
Gallery 15 Dec 17
Top five chargeable queries of 2017
One of the most common topics prompting advisers to reach out to life companies for support was around chargeable events. With a myriad of changes in recent years, it is little wonder that the already complicated topic has many UK advisers scratching their heads. Canada Life has put together a list of the five most common chargeable event queries advisers asked in 2017.
IDAD on why investors should take a fresh look at structured notes
Structured products should have a place in any investor’s modern portfolio, especially where pension transfers are concerned, explains Graeme McCallion, Africa sales manager of iDAD.
China resumes approval from Hong Kong equity funds
China’s financial regulator has resumed the approval process for funds allocating more than 80% of assets to Hong Kong equities after it encountered some bait-and-switch cases prompting a shut down.