Jamie_Barnes

Discussions

• Barriers to exit - platforms refusing to convert funds

  98 views 2 comments 0 points Most recent by Jamie_Barnes August 2020Products & providers
• Taxation of Offshore Bonds for US Residents

  348 views 4 comments 0 points Most recent by Jamie_Barnes April 2019Technical stuff
• FE Dynamic Link

  811 views 3 comments 0 points Most recent by benjaminfabi February 2019Paraplanning tips & tricks
• Mifid II Updates on progress

  346 views 7 comments 0 points Most recent by HughJ July 2018Technical stuff
• AF7 - How's the prep going?

  293 views 1 comment 0 points Most recent by Gustavo_Fring October 2017CPD & Exams
• TVAS report checking

  325 views 3 comments 0 points Most recent by benjaminfabi August 2017Technical stuff
• Does your firm have a customer feedback process?

  157 views 1 comment 0 points Most recent by ElsaOrdonezG May 2017General
• Happy Christmas Everyone!

  160 views 4 comments 0 points Most recent by richallum December 2016General
• UK Property Funds Since Brexit

  255 views 5 comments 0 points Most recent by Ralfos July 2016Products & providers
• Group Protection For Self Employed Barristers

  236 views 4 comments 0 points Most recent by BecciJ June 2016Products & providers
• Paraplanner Technical Insight Seminar

  193 views 3 comments 0 points Most recent by Jamie_Barnes June 2016General
• Mansion Student Accommodation Fund

  209 views 0 comments 0 points Started by Jamie_Barnes May 2016 Products & providers
• Standard Life buying AXA Elevate

  178 views 3 comments 0 points Most recent by amarshall May 2016Products & providers
• Innovative Finance ISAs

  140 views 0 comments 0 points Started by Jamie_Barnes April 2016 Products & providers
• Tapered AA - Salary vs Employer contributions

  455 views 12 comments 0 points Most recent by amarshall April 2016Technical stuff