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
HMRC’s crackdown on contractors and their personal service companies
When will contractors be treated as employees for tax purposes?
Charles Russell Speechlys advises Liquidnet Holdings on the acquisition of RSRCHXchange
Liquidnet is a cutting-edge financial technology solutions provider for institutional asset managers.
FCA’s investment platform market study final report – Impact on the asset management industry
Vanessa Walters and Jed Wilsher summarise the key findings of the FCA's investment platform market study report.