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Financial Services Institutions Briefing

30 June 2016

Welcome to the third edition of the Financial Services Institutions Briefing.

This briefing is aimed at institutions, both large and small, providing financial services and products to clients in the UK and wider EEA market.

We have designed the briefing to include articles of equal interest to client relationship professionals as well as senior management, legal and compliance staff.

The focus is on changes impacting on investment and credit products, wealth management, advisory and planning services. Key highlights include:

  • Culture and the impact of regulation - a help or a hindrance?
  • Non-dom reforms - what can you do now?
  • Financial Conduct Authority Thematic Review – Meeting investors’ expectations
  • Bills of sale
  • Brexit 

To read the briefing please click here.

For more information please contact Jonathan Bayliss on +44 (0)20 7427 6699 or at jonathan.bayliss@crsblaw.com