TISA
Aviva and Zurich pick Origo for auto re-reg
Aviva and Zurich have both selected eCommerce standards and services body Origo to provide their automatic re-registration services.
Tisa consults on bundled to clean share class re-reg move
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.
TISA lobbies for rebate tax delay after revealing £15m cost to platforms
The Tax Incentivised Savings Association (TISA) is writing to the Treasury to ask for a one-year delay on the proposed rebate tax, after estimating the costs to the industry far outweigh the tax likely to be recouped.
Journey to the FCA: a long and winding road
REGULATION
TISA re-reg programme nears launch
The Tax Incentivised Savings Association (TISA) is set to launch its much-anticipated platform-to-platform re-registration programme in the next few weeks, ahead of the Retail Distribution Review (RDR) deadline.
Why 'poaching' could change adviser contracts
CONTRACT CHAOS
TISA: questions remain over cash rebate ban
Platforms could see a sharp rise in operating costs if multiple share classes exist for pre- and post- the cash rebate ban, according to the Tax Incentivised Savings Association (TISA).
TISA responds to 'real issues' about FSA Client Money rules
Trade body the Tax Incentivised Savings Association (TISA) will set up a committee to monitor the Financial Services Authority's Client Assets and Client Assets and Client Money Rules.
TISA to attempt industry consensus on adviser contracts
The Tax Incentivised Savings Association (TISA) has confirmed plans to draft an industry protocol on the use of restrictive covenants in adviser contracts.
Fisher: Towry has 'learnt its lesson' on client acquisitions
Andrew Fisher, chief executive of wealth manager Towry, has spoken for the first time on the issues surrounding the firm's High Court defeat against Raymond James.
What the Towry case could mean for adviser contracts
Towry’s High Court defeat has sparked fresh calls for industry consensus on restrictive covenants. Alasdair Pal takes a look at what future adviser contracts might look like.
Investment fund association merges with TISA
The Investment Funds Association has merged with the Tax Incentivised Savings Association (TISA) in a move aimed at boosting TISA's distributor influenced funds (DIFs) initiative.
TISA completes re-reg programme
The Tax Incentivised Savings Association (TISA) has completed the initial stages of its platform re-registration project, and a contract club will now have responsibility for delivering electronic transfers.
Small print: Why the FSA's legacy assets paper needs urgent attention
In response to an FSA consultation paper on the post-RDR treatment of legacy assets, Cofunds’ managing director of operational services, Stephen Mohan, fears the regulator’s failure to issue new rules may harm consumers.
TISA welcomes Treasury ISA top-up plans
The Tax Incentivised Savings Association (TISA) has welcomed Treasury proposals which will give investors affected by the failure of financial firms the opportunity to use compensation to top up their ISAs beyond the current subscription limits.
Distributor influenced funds: A compliance lowdown
DIFs have been nudged back under the regulatory spotlight following a new conflict-of-interest warning last week, so what should advisers be looking out for?
Tisa calls for tighter control of DIFs
Stronger systems and controls are needed to limit conflict of interest issues arising from distributor influenced funds (DIFs), Tisa has said.
Most read
