In response to the chancellor’s announcement earlier today we have updated our optional Glossary of Terms Appendix with immediate effect to include information on the revised Stamp Duty and Land Tax ‘holiday’
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A hot topic with the FCA
The FCA has issued two new documents that are important for firms selling products using a simplified advice or non-advised sales process.
Just creating yourself extra work?
Huw Reynolds, ATEB Director, raises £2,000 for charity.
Disclosure of Total, Client Specific, Adviser Charge
Steve Bailey Compliance FCA, PI, Switch
It is important that firms understand what is needed in this respect and disclose adviser fees compliantly