Technology
Wrap/platforms
IFA firm Informed Choice has launched its direct-to-consumer (D2C) proposition, IC Direct, following a year of beta-testing.
09 April 2013
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Wrap/platforms
Platforms may be forced to abandon plans for ‘super-clean' share classes as the number of firms demanding the special terms continues to rise, according to a consultant.
09 April 2013
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Wrap/platforms
Cofunds has joined Skandia, Standard Life and Axa Elevate in lobbying fund managers for "super clean" share classes.
08 April 2013
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Wrap/platforms
HM Revenue & Customs's (HMRC's) decision to tax unit and cash rebates could violate UK case law on competition, according to a platform consultancy.
05 April 2013
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Wrap/platforms
Skandia is to add clean share classes to its platform following HM Revenue & Customs' decision that rebates to customers are taxable.
05 April 2013
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Wrap/platforms
Standard Life's wrap platform is to scrap rebates on new and existing business and move to a clean share class only model by the start of the 2014/15 tax year.
04 April 2013
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Wrap/platforms
The Tax Incentivised Savings Association (Tisa) is to launch a consultation later this month to look into how to convert bundled share classes held on one platform into clean share classes on another platform when a client re-registers.
04 April 2013
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Wrap/platforms
Transact has criticised fund managers for failing to allow advisers to move large holdings from bundled to clean share classes.
04 April 2013
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