clients
Displaying items by tag: clients
Thursday, 05 December 2019 17:32
FCA receives 546 error reports from MiFID II firms
A total of 546 firms have admitted making errors in their MiFID II transaction reporting to the FCA since the new regime began two years ago, according to a study out today.
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Thursday, 28 November 2019 12:48
Xafinity SIPP/SSAS tops 2,000 commercial properties
Xafinity SIPP/SSAS has reached the milestone of having 2,000 commercial properties under administration for our clients.
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Monday, 22 July 2019 11:03
Curtis Banks launches new client portal
Independent SIPPs operator Curtis Banks has launched a new secure client portal, signalling the latest development of its new SIPP product launched earlier this year – Your Future SIPP.
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Tuesday, 29 January 2019 12:28
New educational pension freedoms video for advisers’ clients
A multimedia firm has created a new video which seeks to explain pension freedoms to clients.
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Thursday, 13 December 2018 09:42
SIPP provider James Hay client wins plummet 22%
Client wins at James Hay fell by 22% in the first 10 months of the year according to parent company IFG’s latest trading update.
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