Looking at the MiFID II-inspired 10% drop calculations platforms will now provide on behalf of discretionary managers, Ray Tubman is reminded of his mother's constant warning: 'Beware of strangers bearing gifts'
So the ‘10% drop' calculation required by the MiFID II legislation sounds easy enough, eh? Just get the balance at the start of period, the balance at the current point, account for your cashflows in and...
'Due to three factors'
Continuity beyond 2021
As important as DB transfers
Customer numbers rise an average 3.1% across all providers
It’s The Pro Adviser Podcast
Defer to 2021/2022