FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Stephen Braviner Roman to join
Require stronger oversight by principals
Retail investors need 'greater protection'
Adviser views about ongoing fee arrangements
'Surprised and disappointed'
£200m threshold
From £1,151 to £2,200
Fixed 0.99% annual fee
Comes into effect 1 January 2022
The company can appeal
06 December 2021
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2 min read
