The Association of International Life Offices is launching a brochure to help UK advisers better understand offshore investment bonds and why they might be suitable for their clients.
Close Private Bank is offering an offshore wrap proposition incorporating life, trust, banking and collective investments to be called Close Opes.
Software company Docucorp is introducing a software pro- duct which enables advisers to produce customised home information packs. It is providing a fully compliant template for estate agents, mortgage intermediaries and conveyancers. Docucorp says firms can use its system to design documents, compile data and choose how the Hip looks. Users can make changes to […]
A former IFA who set up a claim management firm says the FSA is failing to spot phoenixing after he received a wave of endowment complaints against phoenix firms last year. DTB Investments managing director Derek Baillie says his firm’s experience suggests that phoenixing is much more widespread than thought. He says 90 per cent […]
There is something of the night about procuration fees. Even when used in reputable commercial businesses, it refers to a buying function rather than a remuneration for selling. Can we please start using the terms “lender fees” or “commission” to give them their true title?
Managers James Foster and Jacob de Tusch-Lec outline the fund’s investment approach and discuss current investment themes and outlook for the bond and equity markets. As James and Jacob confirm, the Artemis Monthly Distribution Fund’s aim is to generate an income from both equities and bonds. They explain their investment approach in each asset class, the sectors where they are […]
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The FCA is attempting to ban the boss of a debt management firm for allegedly using client money to purchase the business. Darren Lee Newton purchased First Step from former director Christine Whitehurst in 2013. The FCA argues he funded the deal through client money rather than out of his own pocket. Newton allowed more […]
One week out from implementation, our research shows only around half of advisers are 100 per cent confident they are ready for the General Data Protection Regulation. GDPR represents the biggest ever change to how personal data is collected and handled. The fundamentals are quite simple: to give individuals more control over how their personal […]
I recently experienced an uncomfortable encounter, which led me to take a more difficult path than some of the easier options available. It followed several months of kicking the tyres on various back-office and customer relationship management systems. Most meetings with software providers left me feeling uninspired. You know how it goes: there is the […]