FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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After nine years in role
Second day of Berkeley Burke hearing
Rules into effect December 2019
Backed by 200,000 financial professionals
Equivalent to existing UK UCITS schemes
To ensure ‘smooth transition’
Clash over regulation continues
'Standardised approach simplifies and saves costs'
Offers robo-advice from £20
Spent 16 years at the regulator
11 October 2018
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2 min read
