Best Practice
Best Practice | 6 Nov 17
EU tax haven blacklist talks brought forward
A European Union blacklist of tax havens will move a step closer to reality on Tuesday when the member states’ finance ministers meet to discuss plans to tackle offshore tax avoidance.
Old Mutual Int’l on best business practice
Jason Pearce, area sales manager, Hong Kong and NE Asia at OMI, talks to International Adviser about Future Fit, a series of best practice modules that can help advisers run their businesses more efficiently.
Best Practice | 6 Nov 17
Why this Dubai firm is already disclosing commission
Financial planning firm Abacus Financial Consultants has started disclosing commission on certain products, ahead of rules that the UAE regulators are expected to introduce to require advisers to do so.
Best Practice | 3 Nov 17
Be careful who you do business with, advisers warned
Failure by advisers and other financial services firms to carry out thorough due diligence on introducers and appointed representatives could put customers at risk of financial harm, the Financial Conduct Authority has warned.
Best Practice | 2 Nov 17
Top tips and case study planning with offshore bonds
Offshore bonds have many benefits beyond the more obvious taxation advantages, according to Rachael Griffin, financial planning expert at Old Mutual Wealth.