Aisa Group
Best Practice | 2 May 17
MiFid II charge disclosure a ‘show stopper’ for European IFAs
Advisers across Europe underestimate how big an impact MiFid II will have on their businesses when they are required to report charges to clients from 3 January 2018, said OpesFidelio members at its annual conference in Prague.
Best Practice | 15 Mar 17
Why the new Qrops five-year circumstance change is critical
Many advisers woke up last Thursday morning aware their pipeline Qrops business had just been vastly reduced, says James Pearcy-Caldwell, co-founder of fee-based adviser Aisa International.
Tax & Regulation | 8 Mar 17
Surprise 25% Qrops charge rocks UK pension transfer market
The UK government’s shock decision to impose a 25% charge on transfers to foreign pension schemes announced in the Spring Budget could go as far as to “shut down” the Qrops market, according to industry observers.
Best Practice | 9 Jan 17
What it takes to make a successful adviser business
Providing best advice in a transparent way, with explicit contracts so that a client expectations are met, is a good starting point for this journey, says James Pearcy-Caldwell, co-founder of Aisa International.
Aisa International moves into South Africa with fee-based firm
Cross-border financial planning firm Aisa International has expanded into South Africa after being granted a licence by the country’s financial services regulator.