All articles are our individual oppinon and outlook on the market and should not be mistaken for any policy or decisions made by the regulator or other bodies.
Having advised a number of IFAs, wealth managers over the years and carried out a selection process of fund managers to run the money, we have combined, created, the top 10 consistent areas and...
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The key differences we have come to learn in attitude and approach to regulation of the fund management industry. As Europe look to adopt the Assessment of Value (AoV) on the fund ranges what else...
Having been asked by a number of managers recently about the ACD market review and been told that they have had an indication the FCA were taking a stronger stance including consideration of...
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Unfortunately we currently find ourselves in the situation that sponsors and managers AoV of the fund and its remedies are down to which ACD the fund is with.
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In response to the FCA ACD findings and publication today (see link above), as leading experts in the ACD market place, much of the FCA findings will come as no surprise to the industry regardless...
Following the FCA engagement into the host ACD marketplace in December 2020, it can only be seen as a positive step that they are starting to try and understand the industry and how it has...
We believe in order to best serve the investor, industry credibility and integrity as a whole, when a fund is put at risk or suspended the ACD who manages the oversight of that fund should resign...
Brooks MacDonald, Brewin Dolphin, 7IM and AJ Bell are just a few familiar names you may recognise as recently and successfully removing the VAT from the MPS service it provides. In this guide and...
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