Dashboard » News » Ongoing Service Agreements – legislation changes tabled with Parliament:

Ongoing Service Agreements – legislation changes tabled with Parliament:

As you may be aware, the long-awaited legislation for annual client consent for ongoing advice fees was tabled in Parliament earlier this month. Whilst it is not legislation yet, the changes are scheduled to take effect 1 July 2021. We expect more information to come early in the New Year, and will be hosting a webinar once more information is available.

In the meantime, if you have any questions regarding ongoing service agreements, please contact the Governance team.

In this Edition:

·         A word from Annick

·         Investment Market Update

·         Save the Date

·         Upcoming Events

·         Active File Reviews

·         The View: Potential Risks facing investors in 2021

·         Magellan Global Fund Partnership Offer and Bonus Option Issue

·         Ongoing Service Agreements – legislation changes tabled with Parliament

·         FASEA Changes to the professional year entry timeline

·         Kaplan Professional Study – Madison Discount Codes

·         FASEA  Update | Exam Sittings for 2021

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Dashboard » News » Ongoing Service Agreements – legislation changes tabled with Parliament:

Ongoing Service Agreements – legislation changes tabled with Parliament:

As you may be aware, the long-awaited legislation for annual client consent for ongoing advice fees was tabled in Parliament earlier this month. Whilst it is not legislation yet, the changes are scheduled to take effect 1 July 2021. We expect more information to come early in the New Year, and will be hosting a webinar once more information is available.

In the meantime, if you have any questions regarding ongoing service agreements, please contact the Governance team.

In this Edition:

·         A word from Annick

·         Investment Market Update

·         Save the Date

·         Upcoming Events

·         Active File Reviews

·         The View: Potential Risks facing investors in 2021

·         Magellan Global Fund Partnership Offer and Bonus Option Issue

·         Ongoing Service Agreements – legislation changes tabled with Parliament

·         FASEA Changes to the professional year entry timeline

·         Kaplan Professional Study – Madison Discount Codes

·         FASEA  Update | Exam Sittings for 2021

Go Back