cisi introducing ethics tests for members
The Chartered Institute for Securities and Investment is introducing mandatory integrity and ethics tests for all its members, as part of its commitment to promote high standards in financial services.
News
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guernseys new pensions regime explained
The dust began to settle on Monday on Guernsey, with an end to the islands pensions industrys race against the clock to install a new pension scheme, ahead of a deadline set almost four months ago by HM Revenue & Customs.
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hong kong financial planner of the year
The Institute of Financial Planners in Hong Kong has today launched its annual financial planner awards with a rigorous looking application format aimed at recognizing financial planning practitioners and rising talents who excel in their professional knowledge in Hong Kong.
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scottsdale overseas launches quilter portfolios
Scottsdale Overseas, a UK-expat-focused, Spain-based financial advisory group, has unveiled an exclusive range of investment portfolios for its clients which are managed by the same investment team behind UK-based Quilter Managed Portfolio Service.
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hsbc pulls out of slovakia
Banking giant HSBC will exit Slovakia, in line with the strategic review it announced last year.
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graham barnes calls time after 30 years
Graham Barnes, who is thought to hold the record among offshore-focused advisory businesses for time spent with the same firm, is retiring today after 30 years with the Fry Group.
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sanlam makes uk debut with offshore bond
South African financial services group Sanlam is launching an offshore bond into the UK for the first time, with an option to protect against downside risk in falling markets.
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Holborn Assets opens two African offices
Dubai-headquartered Holborn Assets has expanded into Africa, with new offices in both Ghana and South Africa, and has announced plans for an aggressive recruitment drive.
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iom warns on potential shock from volt
The Isle of Mans Financial Supervision Commission has issued a warning on Volt Inland Capital, a potentially fraudulent entity which claims to occupy the same address as the regulator.
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lombard targets asia as friends reports results
John Van Der Wielen, managing director international at Friends Life, has outlined his aspiration for growth in the Asian region, notably for the European focused tax planning business Lombard, against the backdrop of poor results for parts of the international division.
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bank of valletta to open brussels office
Bank of Valletta, Maltas largest bank measured by deposits, is planning to open a representative office in Brussels later this year.
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martin currie poaches industrials analyst
Martin Currie has hired Matthew Franklin who joins after 15 years with Schroders as the new senior investment analyst for global industrials and utilities research.