Financial Services Institutions Briefing February 2016
Welcome to the second 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 second edition includes:
- UCITS V and key protections for investors
- A positive approach to the Common Reporting Standards for trusts
- The receipt of monetary and non-monetary benefits under MiFID II
- The implementation of the Senior Managers and Certification Regime
- Property Tax Update
- Charity Authorised Investment Funds
News & Insights
Charles Russell Speechlys advises Puma Property Finance
This transaction further builds on Puma Property Finance’s extensive activity in the retirement living sector.
Charles Russell Speechlys advises Kreos Capital VI (UK) Ltd on growth capital investment in retail monitoring solution BeMyEye
Charles Russell Speechlys has advised Kreos Capital VI (UK) Limited on its €3 million growth capital investment in BeMyEye Holdings Limited.
Charles Russell Speechlys advises Grant Thornton UK LLP on the sale of their wealth advisory business
1825 is Standard Life’s wholly owned financial planning and advice business.