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Sam Instone

Former deVere manager ordered to pay £2.9m damages over AES move

Industry | 7 Sep 11

Former deVere manager ordered to pay £2.9m damages over AES move

IFA firm de Vere has won almost £3m in damages from the former manager of its Brussels office.

Investment advice under IMD is a crime, says report

Industry | 27 Jun 11

Investment advice under IMD is a crime, says report

IFAs advising on investments under the IMD could face criminal charges, claims AES International.

MiFID and the IMD  what you can and cant do

Tax & Technical | 27 Jun 11

MiFID and the IMD what you can and cant do

AES International argues that IFAs who rely on the IMD to give invest advice are skating on thin ice

IMD advisers warned not to advise on direct investments

Industry | 27 Jun 11

IMD advisers warned not to advise on direct investments

Advisers operating under the IMD must ensure they only give advice on insurance-wrapped investments.

BBC investigates high pension charges

Industry | 27 Jun 11

BBC investigates high pension charges

The BBC’s TV show Panorama last night looked into the high costs associated with UK pension plans.

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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.