Sam Instone
AES, Pershing and Præmium going live this month with new platforms
Three platforms are going live this month, as more advisers and their international clients use them
Former deVere manager ordered to pay £2.9m damages over AES move
IFA firm de Vere has won almost £3m in damages from the former manager of its Brussels office.
Investment advice under IMD is a crime, says report
IFAs advising on investments under the IMD could face criminal charges, claims AES International.
Tax & Technical | 27 Jun 11
MiFID and the IMD what you can and cant do
AES International argues that IFAs who rely on the IMD to give invest advice are skating on thin ice
IMD advisers warned not to advise on direct investments
Advisers operating under the IMD must ensure they only give advice on insurance-wrapped investments.