Regions
EU removes three jurisdictions in blacklist update
One has been named fully compliant while two have been ‘grey-listed’
Issues over client’s mental capacity need better understanding
Advisers should have regular, updated training about what they need to look out for
Advice business makes second deal of 2019
Acquisition of London & Capital’s UK wealth arm is one of several expected in the next few months
France considers pulling out of Fatca
Move dependent on negotiations to avoid double taxation for French American citizens
Novia’s profits skyrocket in 2018
Assets under management were up 5% and new business increased by 3%