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RDR

MiFID II could spell death knell for RDR

United Kingdom | 16 Jan 14

MiFID II could spell death knell for RDR

The UK’s Retail Distribution Review could be in danger of being overridden by the EU’s MiFID II directive.

jpm more restricted firms expected a year into rdr

United Kingdom | 18 Dec 13

jpm more restricted firms expected a year into rdr

JP Morgan Asset Managements Keith Evins believes larger advice firms in the UK will increasingly move towards restricted propositions as a result of the Retail Distribution Review.

half of ifas to reject closed end funds

United Kingdom | 17 Dec 13

half of ifas to reject closed end funds

More than half of discretionary fund managers will be placing business into investment trusts in the next six months, while almost half of financial advisers will reject the closed-end structure.

the start date of isle of mans rdr moved back

Tax & Regulation | 11 Dec 13

the start date of isle of mans rdr moved back

The start date of the Isle of Man’s answer to the UK’s Retail Distribution Review has been moved back to the first of February, 2014, from the first of the year, financial advisers, wealth managers and others on the island were informed yesterday.

jersey fsc publishes implementation details

Tax & Regulation | 6 Dec 13

jersey fsc publishes implementation details

Jersey’s financial regulator has published details of how it expects the island’s financial advisory industry to go about complying with changes proposed under its Review of Financial Advice (RFA) project, first unveiled in 2011.

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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.