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IFPR DEADLINES LOOM FOR ADVISERS

Calling all FCA investment firms! Don’t forget you must meet the two notification deadlines coming soon under MIFIDPRU 3. We are urging all advisers who find themselves inside the new prudential regime to review the regulations and ensure you understand …

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RECORD YEAR BOOSTS PROGRESS

We are celebrating a year of exponential growth, as increasing numbers of advisory firms recognise the benefits of our bespoke services. Client numbers have risen by 61% from 2020 and we are on target to increase turnover by 40% by …

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IFPR QUESTIONS NEED ANSWERS NOW!

Financial advisers only have until the end of the week to get to grips with the Investment Firm Prudential Regime (IFPR). You must respond to the FCA’s IFPR questionnaire by November 26, which requires a rudimentary understanding of the legislation. …

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