Advisers must act now to be prepared for the end of fund rebates on legacy platform business. Your platform should be ready to assist too, writes Cofunds' Sam Christopher.
For platforms, advisers and investors who use them, 6 April was a milestone date. Now platforms can no longer be paid for new or disturbed business via rebates on fund management charges. Instead, the...
'Failure to pay attention can result in enforcement'
200,000 LISAs opened so far
From June 2019
11 years since launch of three Chartered titles
Hired 200 extra operational staff