Customers transferring to Axa Self Investor will be able to claim up £750 per person to pay any exit fees levied by ceding providers. The offer is open to new and existing investors who submit a transfer request between 1 May 2015 and 31 July 2015. However, claims must be made within 30 days of […]
The FCA has been accused of “gold plating” European rules and imposing onerous costs on advisers after proposing firms record all client conversations. As the regulator fires the starting gun on implementing the EU’s recast markets in financial instruments directive, experts warn the legislation will have significant implications for advisers. Last month, the FCA published […]
Interrupting clients who were busy watching Coronation Street or bathing their children prompted Rochester-based adviser Jamie Smith-Thompson to establish a telephone-based advice business. The Portal Financial managing director was working as a self-employed adviser, generating his own prospective clients and trying to arrange face-to-face appointments with them when he had his Eureka moment. “I was […]
An error by the Bank of England overstated the amount of government bonds it sold by £13.4bn. A notice of error was posted on the bank’s website explaining that a clerical error led to it stating that £28.2bn of British government bonds had been bought by foreign buyers in February when the actual figure was […]
Daniel Nicholas, Product Manager of the Harris Associates Global Concentrated Equity Fund, discusses the main challenges and issues facing global equity investors in 2016.
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