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
Tainted love: ensure your trust stays protected
The April 2017 tax reforms in relation to foreign domiciliaries brought major changes to the regime that applies to offshore trusts.
New EU Regulation on Crowdfunding
On 8 March 2018, a new proposal for an EU Regulation has been issued, in order to create a European Crowdfunding Services Business.