Financial planning | 8 Apr 24
Canada suddenly ditches rule that trustees of bare trusts must file a return
Over the coming months, the CRA will work with the Department of Finance to further clarify its guidance
New offence in South Africa of failing to prevent corruption activities takes effect
Examples of gratification include money, gifts, property, jobs or the forgiveness of debts
Julius Baer International gains CISI chartered firm status
Criteria for achieving this status includes at least 50% of staff in their core area must be individually chartered with CISI
HK Insurance Authority bans ex-insurance agent for three years over ‘betrayal of trust’
The former agent admitted his wrongdoings during the IA’s investigation
Best Practice | 8 Apr 24
Nearly two thirds of HNWIs are unaware of the size of their pension pots
Women were less familiar with their pension pots than men on average