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Letter of the law

Infoline is organising an event in London on May 20 to help IFAs run a compliant sales process.

The event will take place from 10am to 4pm and will be structured around seminars led by David Dinsmore, the former head of business standards at Legal & General, and Jayne Owen.

Participants will get expert help to evaluate the way they write suitability letters, striking the balance between a personalised and standardised approach.

Advisers will be able to compare their own interpretation of the FSA rules and guidance for suitability letters against industry experts and examine the most cost-effective approaches to applying the new requirements in practice.


FSA decides against relaxing hedge rules

The FSA has decided not to relax rules governing the marketing of hedge funds after its consultation found no desire among IFAs and providers to sell them to retail investors.The regulator, which currently does not regulate long/short products, issued a discussion paper in August 2002 asking the industry whether access to hedge funds should be […]

Keydata Investment Services – Extra Income Plan Issue 4

Tuesday, 1 April 2003 Type: Guaranteed equity bond Aim: Income or growth linked to the performance of the FTSE 100 index Minimum-maximum investment: £7,000-no maximum Term: Five years Guarantee: Capital returned in full provided the index does not fall by more than 40% and returns to at least its initial level Return: Option 1 &#45 […]

&#39Govt has miscalculated pension limit&#39

Shadow secretary of state for work and pension David Willetts is claiming the Treasury has miscalculated the £1.4m pensions lifetime limit and that it is a stealth tax. In a letter to Chancellor Gordon Brown he says a limit of £1.73m would be necessary to match the present earnings limit.

Grainger quitting Gartmore for F&C bond post

Gartmore senior fixed-income fund manager Paul Grainger, who runs £2bn for the com-pany, is leaving in August to join F&C Management as head of UK sovereign bonds.Grainger has been with Gartmore since 1999, taking control of its monthly income, high-yield corporate bond and corporate bond funds last August after the departure of previous manager Eran […]

The investment clock

While Trump blazes blond in the political foreground, it’s easy to overlook the economic background to the new political dimension of 2017. Political risk will be a feature of the year: the unpredictable and untested Trump administration has already created uncertainty, which is unlikely to diminish, especially if protectionist rhetoric starts to outweigh promises of […]


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