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Tax & Regulation

Complaints against SFC-licensed advisers double in a year

Asia | 19 Jun 15

Complaints against SFC-licensed advisers double in a year

The number of complaints made against the conduct of intermediaries who are licensed by Hong Kong’s Securities and Futures Commission (SFC) has more than doubled in a year, the latest figures reveal.

Canadian adviser fee review points to RDR-style change

North America | 18 Jun 15

Canadian adviser fee review points to RDR-style change

A review of the impact of mutual fund compensation schemes on financial advice and outcomes conducted on behalf of Canadian regulators has found there was enough evidence to justify the development of new payment policies.

Guernsey and Hong Kong named on tax haven blacklist

Tax & Regulation | 18 Jun 15

Guernsey and Hong Kong named on tax haven blacklist

Guernsey, Hong Kong, and the British Virgin Islands have been named among the 30 most un-cooperative tax jurisdictions in a blacklist published by the European Commission.

UK gov’t steps up reform pressure on pension industry

Tax & Regulation | 17 Jun 15

UK gov’t steps up reform pressure on pension industry

The British Government has announced plans to strengthen the ability of savers to access their pension pots and tackle any unjustifiable exit fees thrown up by pension providers.

Macquarie agrees compensation for wrap platform users

Tax & Regulation | 17 Jun 15

Macquarie agrees compensation for wrap platform users

Macquarie Investment Management, the asset management arm of Australia’s Macquarie Bank, is to refund over A$5.5m (£2.68m, $4.2m) to around 2,300 clients for errors on its wrap platform.

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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.