Clients’ 10 per cent investment in UCIS were not excessive, an ombudsman rules.
Seven products returned capital only over 2015 and only one product lost capital.
If with profits can move with the times they could attract renewed customer interest, according to financial analytics firm.
Replacement for Gary Dale was previously an IFA in the South East region.
“If they cannot read financial figures, they should not be regulating financial firms”, Keydata finance director says about the FCA.
Analysis & Opinion
Beware the more complex types of structured products – they still have the ability to bring about disaster, as they did in 2007
Sep 22, 2015
Regulator states Keydata director should have warned them £4.2m in income payments to investors were funded from company resources.
Sep 08, 2015
The centre comes with a new investment plan, said to be “highly innovative but surprisingly simple”.
Aug 19, 2015
Structured products expert expects to see further innovations from the structured product sector in response to the pension freedoms.
Aug 12, 2015
UK Structured Products Association move aimed at providing greater transparency to investors.
Jul 13, 2015
Results show that clients have achieved “attractive gains” through investing in structured products, managing director says.
Apr 08, 2015
Advertorial: Gain experience of researching and managing a portfolio of Structured Products.
Apr 01, 2015
Learning about structured porfolios will help with client conversations.
Mar 06, 2015
Adviser responds to FCA review by stating that majority of structured products have very clear outcomes.
Mar 05, 2015
Review could result in “further remediation work... including redress for some customers”.