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
Charles Russell Speechlys advises shareholders of Prescient Financial Intelligence on sale to Quilter Private Client Advisers
Prescient is an independent financial adviser firm that offers bespoke financial planning advice.
Charles Russell Speechlys strengthens Swiss Private Client team with the hire of Dharshi Wijetunga as partner
Dharshi Wijetunga joins as a Partner in the Zurich office.