Regions
HK advisers to start mandatory client analysis from 2016
Hong Kong advisory firms selling insurance products will be unable to opt-out of a new guideline which requires advisers to conduct an analysis of customers’ financial needs, the Hong Kong Monetary Authority has said.
Neptune hires Swiss head to boost country growth
Independent fund management company Neptune Investment Management has appointed a head of Switzerland as it looks to grow its business in the country.
Standard Life inflows surge from outside UK in first half
British insurance giant Standard Life said its asset management arm saw 70% of its net inflows come from outside the UK during the six months to June.
EU body opens consultation on region-wide pension plan
The European Insurance and Occupational Pensions Authority (EIOPA) is seeking comments from the pensions industry on plans to create a standard pan-European personal pension product.
Tax strategies: Liechtenstein Disclosure Facility
The Liechtenstein Disclosure Facility (LDF) has been with us for nearly six years. It now only has a limited shelf life as it is due come to an end at the end of 2015, which is earlier than was previously planned.