charlotte.e
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@Elaine2685 this is a snippet from my STEP book specific to MWPA: _It is similar to a bare trust in that if a beneficiary dies, there is an asset/right inside the beneficiary’s estate, which gives a poor asset protection result. . _
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Thank you @TomLloyd_Read that's very helpful!
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Thanks @arongunningham
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Connected to my comment above we have noticed that some of the investment managers are not including the investment management costs (the TER) in their aggregated costs and charges statements (just the annual management fee). We use Intelligent O…
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How is everyone getting on with Mifid II? I'm feeling rather overwhelmed by it all and interested to know how are other firms managing this? thanks!
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Hi @AndyRichards i'm also now looking Octopus Choice and wondered where you re up to with your DD?
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Hello All. Can anyone point to a summary of what we should be including in our ex post charges summary to clients? There is a big mis -match of information being flown around still. These include; * Value at the start of the 12 month period …
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Thank you everyone I will let you know how I get on!
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@parawhat try either the CanProtect whole of life plan / Zurich or Lutine.
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Thank you Benjamin. I do agree with you on this. There will always be some resistance by those paraplanners who are looking to shadow and move onto be advisers but for the reasons you stated I consider this is the only option to create more effic…