Briefing for Financial Services Institutions
Welcome to the first edition of our Briefing for Financial Services Institutions.
This briefing is aimed at institutions, 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 will be on changes impacting on investment and credit products, wealth management, advisory and planning services.
The first edition includes:
- Disclosure reform for Packages Retail and Insurance Based Investment Products
- Reporting Funds vs Non-Reporting Funds
- The implementation of the EU Mortgage Credit Directive
- Co-ownership structures for families investing together
- Tax Corner - Budget 2015
News & Insights
Victory for Veuve Clicquot in dispute over its distinctive orange labels
Corks were surely popping at the HQ of MHCS after the Court's decision that Veuve Clicquot's labels had been infringed.
Financing arrangements: the impact of COVID-19 for borrowers
Considering the short and longer term impacts of the COVID-19 pandemic on financing arrangements.
Investment funds: A guide to marketing foreign funds in the Middle East
Our Charles Russell Speechlys funds team based in the GCC region, the UK and Luxembourg has created a guide to marketing foreign funds.