feifa creates conduct code for members
In a move aimed at boosting industry standards, the Federation of European IFAs (FEIFA) is raising the bar for its 31 existing member firms, with a new code of conduct.
In a move aimed at boosting industry standards, the Federation of European IFAs (FEIFA) is raising the bar for its 31 existing member firms, with a new code of conduct.
Rothschild Trust Guernsey, an arm of the global, family-owned Rothschild Group, has announced it will cut around 20 jobs from its current staff of 60 over the next six months.
Vistra, the rapidly-growing Geneva-based fiduciary and corporate services provider, has opened an office in Mauritius, to target what it says are growing opportunities in the region and particular, in the African and Indian markets.
The Swiss federal government has issued arrest warrants for three German tax officials for their role in the purchase of banking information in 2010.
Friends Provident International (FPI) has appointed Jonathan Quach to succeed Trevor Smith as sales director of its increasingly-important Hong Kong office.
Canada Life has announced the appointment of Andy Marks to succeed David Gregory as head of institutional sales.
This year’s International Pensions Forum in Dubai attracted over 190 delegates from across the United Arab Emirates.
BlackRock has promoted Alex Hoctor-Duncan to head of retail for EMEA, while current international retail head Maarten Slendebroek is set to leave for Jupiter.
With the long-awaited reforms on UK tax residency rules having been deferred until at least 2013-14, Prudentials Gerry Brown takes us through a recent case as a reminder of the complexities involved.
In one of the boldest moves by an offshore life company in recent years, Generali PanEurope this month will formally begin to target the UK high-net-worth and UHNWI market with a flagship portfolio product and wealth structuring services, which it plans eventually to roll out to private banks, private wealth managers and family offices around…
HM Revenue & Customs yesterday published a 21-page QROPS guidance paper that bore an uncanny resemblance to a 19-page document that, briefly, appeared on the Revenues website earlier this month.
A huge disparity in the expectations of IFAs and their firms in the post-RDR world has been revealed by a study of the industry by CWC Research.