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Tax & Regulation

Asset management sector review dwarfs RDR, says Nucleus CEO

Platforms | 14 Mar 17

Asset management sector review dwarfs RDR, says Nucleus CEO

The UK Financial Conduct Authority’s report into the asset management sector is “way bigger” than the retail distribution review (RDR), with fund managers expected to “bear the sharp end of the pressure on fees”, says David Ferguson, chief executive of wrap platform Nucleus.

Harlequin Property creditors called to bankruptcy meeting

North America | 13 Mar 17

Harlequin Property creditors called to bankruptcy meeting

Creditors of stricken overseas investment scheme Harlequin Property SVG have been invited to a meeting on 31 March 2017 to vote on the appointment of a bankruptcy trustee and investigators.

IHT receipts predicted to leap by £1.8bn in five years

Tax & Regulation | 13 Mar 17

IHT receipts predicted to leap by £1.8bn in five years

Rising house and equities prices will push up receipts from UK inheritance tax by £1.8bn ($2.2bn, €2.1bn) over the next five years, according to the Office of Budget Responsibility.

Guernsey regulator disqualifies adviser for ‘despicable’ fraud

Tax & Regulation | 13 Mar 17

Guernsey regulator disqualifies adviser for ‘despicable’ fraud

A financial adviser who was jailed for three years after stealing £157,000 ($190,874, €178,836) from clients has been disqualified from acting as a director of any Guernsey company for 12 years.

IoM regulator open to dialogue on commission disclosure rules

Best Practice | 13 Mar 17

IoM regulator open to dialogue on commission disclosure rules

The Isle of Man’s financial regulator has underlined the importance of fine-tuning the scope and timing of its commission disclosure rules for international life companies, amid industry concerns about an unlevel playing field with local companies in markets such as the UAE.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.