AIFA has published a set of TCF Management Information (MI) documents aimed at assisting firms with a number of aspects of the new regulation.
The documents include a methodology setting out how to consider both a firms existing and required MI under TCF, how to analyse and relate the MI to the FSA's six consumer outcomes and two pen portraits...
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