NRI Adviser
Julius Baer International gains CISI chartered firm status
Criteria for achieving this status includes at least 50% of staff in their core area must be individually chartered with CISI
HK Insurance Authority bans ex-insurance agent for three years over ‘betrayal of trust’
The former agent admitted his wrongdoings during the IA’s investigation
Best Practice | 8 Apr 24
Nearly two thirds of HNWIs are unaware of the size of their pension pots
Women were less familiar with their pension pots than men on average
Regulation | 5 Apr 24
Joint administrators for Hartley Pensions set out priority transfer list
Given the company’s substantial client base it is not feasible to transfer all client SIPPs at the same time
Dubai and HK regulators hold top level talks to offer HK-domiciled funds in DIFC
More than 15 top executives of Hong Kong asset managers attended the roundtable discussion