Don't forget the KIIDs

REGULATION

clock

Klare Baldwin, head of marketing at FundsNetwork, explains what advisers need to know about the upcoming changes to key investor information documents.

While it is not the most stimulating topic in the world, I feel compelled to put fingers to keyboard to ensure that advisers are aware of some really important upcoming regulatory changes that could have a significant impact on their business processes. July 1, 2012 is a key impending deadline. An increasing amount of advisers’ time is likely to be taken up by efforts to ensure RDR readiness for the end of this year. Unfortunately, this is not the only regulatory change that advisers have to prepare for. Amid all the noise surrounding the RDR, advisers could be forgiven for paying les...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Professional Adviser TV: Creative ways to tackle the advice gap

Professional Adviser TV: Creative ways to tackle the advice gap

With Octopus Money CEO Ruth Handcock and financial adviser Kristian Manton

Professional Adviser
clock 25 April 2025 • 1 min read
Economic secretary confirms wholesale ISA review as experts demand sweeping reform

Economic secretary confirms wholesale ISA review as experts demand sweeping reform

LISA reform front and centre

Beth Brearley
clock 24 April 2025 • 2 min read
 MorganAsh introduces customer support tracking to vulnerability platform

MorganAsh introduces customer support tracking to vulnerability platform

Recording suggested next steps

Jaskeet Briah
clock 24 April 2025 • 2 min read