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Anna03

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Anna03
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  • I agree with @Nath and would compare WITH the transaction cost. I see exactly where you're coming from and it's such a headache keeping up with what to disclose and how best to disclose it. Echoing what Nath said, cost isn't the be all and end al…
    in Compare Mifid with non-Mifid Comment by Anna03 January 2020
  • My previous employer definitely didn't want to pay for anyones membership fees (larger firm) and now I've moved to a smaller firm, it was one of the first things they insisted on.
    in CII/PFS membership fees Comment by Anna03 January 2020
  • @Gustavo_Fring said: The thinking is that it would free up the adviser's time if we are able to write meeting notes, analyse, assess next steps, make a start on suggesting recommendations. So this would be productive. I agree it would be c…
    in Client Meeting Attendance Comment by Anna03 November 2019