Glasses and pen

Common reporting standards – time to get involved

This article details the requirements of the Client Notification Regulations and considers what advisers must do in order to comply with them.
isle of man

Isle of Man disclosure facility

This article provides an overview of the disclosure facility agreement between the Isle of Man and the UK and explains the obligations of Isle of Man based financial intermediaries.
Euro flags

EU regulation on Packaged Retail Investment Products

The aim of this document is to provide a brief overview of the EU regulation on Packaged Retail Investment Products and key information documents for investment products.
tug of war

To disclose or not disclose?

This article provides the background to DOTAS, including the recent changes announced in Finance Bill 2013, and explains when an IHT scheme must be disclosed to HMRC.

Insurance Mediation Directive

This article aims to provide you with an understanding of how the Insurance Mediation Directive works in practice.
Girl in garden

Investor protection measures in the RoI

This article provides an outline of the investor protection measures in Ireland, for policyholders who invest in a life assurance policy.
Child money

Protecting your client's money

Protection surrounding offshore investment products has multiple layers. This article explains how the different layers of investor protection available through Old Mutual International provide security for your client’s investments.

Financial Adviser Verification

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