Products
Best Practice | 26 Jan 18
Adviser admits misleading clients, fails in compensation bid
An adviser has failed to secure compensation for his clients after claiming that Zurich Assurance applied “unfair renewal terms” on their whole-of-life assurance plan, despite admitting that he misled them about the nature of their policy.
Mifid II exposes ‘charging grubbiness’ of top 20 funds
Some of the biggest names in UK retail are charging investors nearly double the ongoing charges figure (OCF) of their funds, Mifid II regulations have brought to light.
Best Practice | 9 Jan 18
Making trusts simpler using a bond wrapper
Complications with trust arrangements can be eased by using a bond wrapper to hold any investment, according to Canada Life technical manager Neil Jones.
Fidelity charges ahead in China domestic market
Fidelity International’s investment management wholly foreign-owned enterprise (IM WFOE) has launched two funds while Blackrock and Schroders obtain private fund management (PFM) licences for their WFOEs.
Trust company launches tax planning tool for expats
Sterling Trust has launched a specialist arm of the business, offering a variety of bespoke products to the international market place.