Legal victory for mini-bond victims
As judge rules in favour of appointment of independent trustee
Regions
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EU calls on America to fix Fatca
As it criticises the US for not reciprocating by signing up to the common reporting standard
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Regulation top challenge for international advisers in 2019
‘Clients are simply a lot more nervous about investment decisions’
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Market demand sparks Hong Kong insurer to unveil annuity plan
Customers can claim a tax deduction on premiums paid up to the sum of HK$60,000 per tax assessment year
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Investment manager creates Prod toolkit for advisers
They still need to work on their ‘to-do’ list as compliance is proving hard
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FCA in talks with Google over mini-bond online adverts ban
UK regulator aims to develop technology to check if firms are authorised
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UK taxman overtaxed more than 460,000 people last year
And they were forced to submit refund claims to get their money back
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St James’s Place acquires Scottish advice firm
Deal a ‘natural next step in the continuation of a long-standing and successful business relationship’
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HSBC PB Switzerland to pay $192m for US tax evasion case
It maintained accounts in names of nominee entities established in the BVI, Liechtenstein and Panama
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Women-focused wealth business joins UK adviser
To improve the representation of women within the industry
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Chinese wealth management service provider acquires Hong Kong firm
‘We will continue to evaluate other business and growth opportunities as they arise’
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Standard Life locks drawdown price for retirees
As it reduces and simplifies charges for customers using its Wrap platform