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Tax & Regulation

EU launches new inquiry into retail financial services

Europe | 10 Dec 15

EU launches new inquiry into retail financial services

The European Commission is to look at ways to improve choice, transparency and competition in retail financial services across its 28 member states, which could potentially result in new guidelines or initiatives by the middle of next year.

UK Gov’t to enforce advice requirement on annuity sales

Tax & Regulation | 10 Dec 15

UK Gov’t to enforce advice requirement on annuity sales

The UK government has announced plans to make it mandatory for investors holding a sizeable annuity to seek financial advice before selling out of their scheme.

APFA calls for product levy to reform FSCS funding

Tax & Regulation | 9 Dec 15

APFA calls for product levy to reform FSCS funding

Levies set by the UK’s Financial Services Compensation Scheme (FSCS) hit an all-time high in 2015, with many firms concerned that they have reached unsustainable levels, according to APFA.

FCA unveils new capital rules for financial advisers

Tax & Regulation | 9 Dec 15

FCA unveils new capital rules for financial advisers

The UK Financial Conduct Authority (FCA) has unveiled a sharp rise in the minimum capital requirements for investment advisers, which will come into force on 30 June 2016.

SEC to accuse Credit Suisse of inflating private bank assets

North America | 8 Dec 15

SEC to accuse Credit Suisse of inflating private bank assets

The US Securities and Exchange Commission (SEC) is reportedly set to accuse Credit Suisse of misleading investors by improperly inflating reports of the assets under management in its private bank.

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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.