Depending on demand and responses to this article, ATEB are looking to offer revision/training support for the AF3 Pension Planning exam in October 2015. The exact format is currently being decided but it is likely to include at least 2 workshop days in Newcastle Upon Tyne prior to the exam which is scheduled for 14th October 2015. We would engage a third party specialist provider of exam training and you would gain access to a qualified and experienced tutor in the run up to your exam.
As a guide, we estimate that each workshop day will be in the region of £200 plus VAT per candidate.
Advising non-UK clients
Alistair MacDougall Compliance Conduct, EEA, email, EU, FCA, MiFID, passport, PI, vulnerable
Despite the fact that the UK ceased to be a member of the EU/EEA almost a year ago, we are still asked for advice around how a UK firm can take on a new non-UK client or continue to deal with such clients that the firm had pre-BREXIT. We have written before about the general […]