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‘Sourcers should carry KFI onus’

The Association of Mortgage Intermediaries’ July census shows that 57 per cent of 252 inter-mediaries polled believe sourcing systems should be responsible for information provided in KFIs. Fifty-two per cent say sourcing systems are still their preferred method of obtaining KFIs.

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Millfield sells stake in Lifetime for 9m

Millfield has sold its 25 per cent stake in the Lifetime wrap to Norwich Union for 9m, meaning NU now owns 97 per cent of the platform.A deferred payment of up to an extra 6m could also be paid over the next four and a half years depending the achievement of certain targets.Millfield says the […]

Jupiter appoints Radcliffe to manage global technology

Jupiter Asset Management has appointed Sebastian Radcliffe to manage its Jupiter global technology unit trust. The 55m trust will be managed by Radcliffe with effect from Monday August 8.Radcliffe has worked at Jupiter for eight years and will replace Prakesh Rajasekeran, who is leaving Jupiter to pursue other opportunities. Radcliffe has managed the 16.4m Jupiter […]

Keydata to boost IFA trade tech

Keydata is to make major enhancements to its free IFA CD aimed at giving advisers the same fund trading technology as discretionary brokers. It says the November issue will allow IFAs to combine funds from any supermarket and fund manager, perform valuations and trade funds. Keydata CD was launched in 1997 but has not seen […]

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