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wrap platforms

Your profession

PI warning on platforms due diligence

Advisers are concerned they will be unable to demonstrate initial and ongoing due diligence when recommending platforms to clients, research suggests.

clock 03 September 2010 •

Your profession

AIFA unveils free platforms due-diligence guide

AIFA today launches a platforms guide to help members conduct "robust" due diligence on wraps and platforms.

clock 02 September 2010 •

Regulation

Money Wise fined £20k for platform advice failings

The FSA has fined Money Wise IFA £19,600 for compliance failings on investment advice it gave to more than 500 customers using platforms and discretionary portfolios.

clock 02 September 2010 •

uncategorised

Ascentric launches first QROPS on UK wrap

MC Trustees has launched its MCT Malta Private Retirement Scheme on Ascentric - the first QROPS to be launched on a UK wrap platform.

clock 19 August 2010 •

Wrap/platforms

FSA delays platform paper after "intense lobbying"

The FSA has delayed the long-awaited publication of its platform consultation paper owing to intense lobbying from some of the industry's largest players.

clock 18 August 2010 •

Emerging Markets

IFA demand brings Somerset Capital to Ascentric

Ascentric today announced the launch of Global Emerging Market Equity boutique Somerset Capital Management on its platform.

clock 06 August 2010 •

Wrap/platforms

Q&A: Fidelity's Ed Dymott

Ed Dymott, head of UK fund partners for Fidelity, on the influx of new names entering the UK market, and the challenges facing platforms

clock 04 August 2010 •

TMT

Actioning a plan

Jeremy Mugridge explains the due diligence process advisers need to go through when choosing a platform

clock 29 July 2010 •

uncategorised

Aegon enters wrap deal to boost at-retirement offering

Aegon has signed a deal with global wrap provider GBST to help push the insurer's drive into the ‘at retirement' and ‘workplace savings' markets.

clock 21 July 2010 • 1 min read

Wrap/platforms

How to select the right platform

Malcolm Murray, head of marketing at Transact, asks how can advisers ensure they select the right platform for them?

clock 08 July 2010 •
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