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Charles Stanley to launch D2C platform

Charles Stanley is launching a direct to consumer platform and will Partner with retail asset aggregation service AllMyPlans.

The platform is likely to be called Charles Stanley Direct and will be powered by the Charles Stanley stockbroking platform and include Charles Stanley’s investment service FundChoice, the firm’s online share dealing, the Alpha and EBS Sipps and the Charles Stanley stocks and shares Isa.

The firm says the platform will probably launch in late summer.

Head of Charles Stanley Direct Rob Hudson says: “By partnering with AllMyPlans we will be able to provide an ongoing client service that is of real value not just to the existing self directed market, but also to all those who do not believe they have a strong relationship with any financial services provider or adviser.”


Open and shut case

The webcast, to which I referred in last week’s musings on the investment scene, was interesting for a variety of reasons. It is now nearly a year since I started moderating these discussions aimed at educating the adviser community on closed-ended funds in preparation for the RDR. Questions flowed in thick and fast, many on […]

FSA bans and fines ex-JC Flowers chief exec £2.9m

The FSA has banned and fined former JC Flowers UK chief executive Ravi Shankar Sinha £2.9m for fraudulently obtaining £1.4m through a fictitious invoicing scheme. The fine is made up of reclaiming the £1.4m Sinha made in profits from the scheme, plus a £1.5m punitive element. Sinha was chief executive at JC Flowers UK between […]


Call for providers to set out assisted suicide policy

Protection advisers have called on life companies to clarify whether they will pay out in cases of assisted suicide. Zurich, Aviva, Aegon, Friends Life, PruProtect, Bright Grey, LV= and Ageas Protect all confirm they do not have any exclusions for assisted suicide cases and say each case would be treated on an individual basis. It […]

US election

Capital Market Notes, November 2016 David Lafferty, chief market strategist at Natixis Global Asset Management, looks at the impact on markets and portfolios since the somewhat surprising outcome of the US election. Click here


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