This new requirement is posing some questions about how it can best be implemented. We think that firms should wait
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The FCA has clarified some aspects of how the recording rules will apply to firms that are not Article 3
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New MiFID II ‘Confirmation of Continued Suitability’ Process
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MiFID II brings a new definition of independence - firms need to consider if they can meet the requirements.
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The ATEB MiFID II guide.
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Periodic assessment of suitability under MiFID II
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Trusts must now register online in order to pay taxes due.
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An update to the Treasury view on money laundering.
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More Choice - More Flexibility - More Relevance
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Defined Benefit Transfers
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