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.
Regulator states Keydata director should have warned them £4.2m in income payments to investors were funded from company resources.
The centre comes with a new investment plan, said to be “highly innovative but surprisingly simple”.
Structured products expert expects to see further innovations from the structured product sector in response to the pension freedoms.
Analysis & Opinion
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”.
Mar 05, 2015
Investor research suggests costs may need to be disclosed as a separate fee rather than deducted from amount.
Mar 02, 2015
Free site gives key information for each offering in a concise and uniform format.
Feb 05, 2015
Almost a third of advisers want to know which product types work in different scenarios.