Preparing for BREXIT
See if and how your firm is affected by BREXIT.
2019
New transfer advice rules – 1 October 2018
New rules around transfer advice apply from 1 October 2018. Make sure you are aware and ready for them.
PS18/6
New rules apply to transfer advice from 1 April 2018.
MiFID II – Aggregated costs disclosure
This new requirement is posing some questions about how it can best be implemented. We think that firms should wait […]
MiFID II Disclosure Article 3 – Aggregated Costs
New requirement to disclose costs at least annually
CP16/18 – PRIIPs and the new rules on disclosure
New rules on disclosure will come into effect on 31 December 2016. See here for more information.
Mortgage Credit Directive Changes
New regulation affecting firms arranging or advising on mortgages.