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United Kingdom

UK regulator urged to reform complex disclosure rules

United Kingdom | 11 Jul 17

UK regulator urged to reform complex disclosure rules

There is a ‘clear case’ for simplifying the point of sale disclosure regime which is too complex and confusing for investors, UK platform provider AJ Bell’s chief executive said in an open letter to the FCA.

Advice firm promoting Ukrainian property fund goes bust

Property | 11 Jul 17

Advice firm promoting Ukrainian property fund goes bust

Cumulus Investment Management, a UK investment firm which has previously come under fire for advising clients to invest in a high-risk Ukrainian property scheme, has officially been dissolved.

ANALYSIS: Will wealth managers avoid scrutiny on charges?

Investment | 11 Jul 17

ANALYSIS: Will wealth managers avoid scrutiny on charges?

Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?

OMI to offer DFM-run offshore bond for UK expats in Middle East

Offshore Bonds | 11 Jul 17

OMI to offer DFM-run offshore bond for UK expats in Middle East

Life insurer Old Mutual International has launched an offshore bond aimed at British expats in the Middle East and Africa which can help them return to the UK without incurring the “deemed gain” tax charge on their overseas investments.

Majority of active funds not ‘closet trackers’, says report

Investment | 10 Jul 17

Majority of active funds not ‘closet trackers’, says report

A clear majority of UK active equity funds are not closet trackers and should not be tarred with that brush by the regulator, new analysis of the UK fund market suggests.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

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.