Changes to process for considering section 14 transfer applications
FSCA says enhancements to the online submission process will result in faster turnaround times.
Section 14 transfer
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We operate in an era where honest and clear disclosure is a prerequisite for providing advice that enables a client to make an informed decision. Coupled to this is the need to explain […]
Impact of Market Value adjustment on Section 14 transfer
Adjustments for adverse market conditions last year led to a highly unsatisfactory outcome for a client whose funds were invested in a smoothed bonus portfolio. The complainant’s Section 14 application form was sent […]
