Mark Polson
Wrap/platforms
The Tax Incentivised Savings Association (Tisa) is to launch a consultation later this month to look into how to convert bundled share classes held on one platform into clean share classes on another platform when a client re-registers.
04 April 2013
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Wrap/platforms
The Financial Services Authority (FSA) is planning to ban rebates on legacy business which are paid by fund groups to platforms from 2016, in a move which will shake up the platform industry and force providers to charge groups for additional services....
12 March 2013
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Wrap/platforms
The Lang Cat's Mark Polson gives details of the Zurich retail platform following his sneak preview at the Scottish Institute of Financial Planning (IFP) Conference yesterday.
21 November 2012
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Wrap/platforms
There is no longer any "good reason" why clients should pay above 40 basis points (bps) for access to a platform, an analysis of the market has concluded.
02 October 2012
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