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European regulator issues ‘closet trackers’ warning

The FCA is being urged to scrutinise Ucits funds after research by an influential European regulator revealed up to 15 per cent are “closet trackers”. Research by the European Securities and Markets Authority of Ucits funds across Europe found between 5 and 15 per cent of the funds it examined are closet trackers, but charging […]

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SJP under fire over system failure that left clients stranded

St James’s Place has come under fire after suffering a back office system failure that means clients are being prevented from transferring away from the wealth manager. The issues are preventing clients from accessing written information on their investments and are causing severe delays when withdrawing cash. The wealth management firm is facing problems with […]

Help, I’ve been appointed as a trustee. What are my responsibilities?

Graeme Robb, Technical Manager at Prudential looks at the key duties and responsibilities of a trustee.  This article will consider the following: Duties to be performed on appointment Investment duties Protecting the interests of beneficiaries Keeping accounts and records Distributing property to beneficiaries Duties to be performed on appointment Obtain a copy of the trust […]

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