Taking a tick box approach to the FCA's due diligence pre-visit information questionnaire might not be popular but it will save time in the long run, writes Ian Cockerill
The Financial Conduct Authority (FCA) has indicated that it is to conduct a thematic review into due diligence (including research) undertaken by firms to ensure that customers are sold suitable products...
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