MothiusManius
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Comments
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We had a similar situation a few years ago in an offshore bond and the client had to sign a declaration to renounce ownership.
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Thank you Anna, it is good to hear the positive feedback about Insignis. We are taking forward with them, and will agree for each client whether to transact or not.
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Thank you both for your replies. I have had a look at Tatton's money market portfolio, and will look at some others. We have also gone to Insignis, and they definitely seem to offer a service more in line with what we would like.
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Hi, hope it is okay to bring up an old post, rather than starting a new one. We are now getting a lot more queries about cash management. We have looked initially at Flagstone, but seems to just be a referral service with a mark up for the client…
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Thank you Nath for the detailed reply, it is good to hear another opinion as we are only a small office. Yes, it is direct offer that we have been told to use, and compliance say it is not necessarily an easy option, but one that can be used with ca…
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Hi, thanks for your replies. I must admit I was surprised when told that this was a possibility, although I can see the appeal to the client and us. This is just an embryonic idea to reduce all the time factfinding, comparing, doing SL etc , and …
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Our compliance support (Paradigm) have give lots of guidance on this, but assuming you already meet Mifid2 / ESMA requirements there does not seem to be a lot extra due to this other than treating bonds like you would Mifid2 plans. We had to make a …
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We use Cashcalc and really like it, although the price is creeping up... the biggest issue for us is the lack of tax calculations so you have to manually work out a deduction which can be very time consuming if testing numerous scenarios, income var…
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Used to use O&M and their new tool does look very flashy; however we have used Adviser Asset for a number of years and find it very good for our requirements with ability to add special deals/DFM costs etc.
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Thank you for the link, seems to offer what we are after, although I have never heard of them! Cheers