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Prod

Companies | 17 Sep 20

Is the FCA set for an advice suitability crackdown?

Thematic review into the implementation of regulations could be on the cards

Companies | 27 Aug 20

Is AuM the best way for advice firms to segment clients?

Increasing regulatory requirements have made the process seem like a ‘daunting task’

Companies | 20 Jul 20

More than 25% of advisers now actively review client segments

As 3-in-10 say Mifid II cost and charge statements have brought more confusion

Companies | 23 Jan 20

Rise of ‘blended’ advice charges expected in 2020

And ‘off to the naughty step’ for those not complying with Prod

Best Practice | 11 Dec 19

Investment manager creates Prod toolkit for advisers

They still need to work on their ‘to-do’ list as compliance is proving hard

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.