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The increase in companies that promote their sustainability credentials has also given rise to accusations of greenwashing. Could this leave advisers open to accusations of mis-selling? Here are our tips on how to avoid it. FOR ADVISER USE ONLY.
Financial services were almost completely excluded from the Trade and Cooperation Agreement between the UK and the EU that was finalised on 24 December 2020. However, there are some specific elements that affect the legal structure and marketing of UK and EU investment funds now.
With a 55% increase in the use of FE Analytics during the market downturn of February and March, it’s clear that Financial Advisers are relying on and trusting our services. Below are eight ways that we helped Financial Advisers in 2020. FOR ADVISER USE ONLY.
The first set of voluntary Global Investment Performance Standards (GIPS) was introduced in 1999 by the CFA Institute. They have previously been updated in 2005 and 2010, while the latest update in 2020 is the most significant to date.