Non-solicitation clauses have been replaced by non-dealing clauses, which legal experts expect the courts to uphold. As one lawyer argues clients risk losing out, PA looks at the latest evolution in who owns the client
Non-dealing clauses effectively lock in a firm's clients for a specified period of time - usually six or 12 months - during which the client can't leave, even if their adviser does. This is different...
Feasibility study due
'Let’s be bold enough to demand change'
Joint life second death option added to relieve tax burden on couples gifting assets
Backed by Schroders, LGIM and the IA
New system for funds without without three-year track record