Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
Priips
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Aegon: Multi asset funds prove to be top choice for financial advisers
90% of advisers surveyed use funds for accumulation and decumulation
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‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
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Are we entering a new age for investor communications?
As FCA research highlights how customer communications are not meeting needs
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How best can product transparency benefit investors?
Advisers insights about the way providers should approach their clients is ‘particularly valuable’
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Pimfa calls on FCA to simplify post-Priips disclosure rules
Quantity of mandatory information is a barrier to retail investors, the association has warned
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FCA eyes replacement to Priips regime
‘The current rules make it very difficult for consumers to get the information they need’
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UK to scrap Priips regulation
It has been criticised for the misleading information that it provided to investors
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EU regulators scrutinise Priips ‘poor practices’
And set out expectations on how information needs to be presented to retail investors
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EU regulators eye Priips and Kid reform
They are asking for feedback from industry on potential changes
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Trade body says ‘enough is enough’ on lack of KID reform
Documents ‘overstate potential performance and understate risks’ which can mislead investors
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FCA must offer more guidance on future Priips performance
‘Investment companies are still at a disadvantage in having to produce these toxic disclosures’