Q: What should I do to be “independent” post 2012?

In doing so, they must demonstrate that they have assessed all available products that might meet such a client’s needs and selected the product that best serves the client’s interests.

Peter Winders, marketing director of life settlement funds provider EEA, said: “On this basis, we believe life settlements funds should be considered by a wide variety of IFAs for a wide variety of appropriate clients, owing to their low-volatility and stable return profile; characteristics which many, if not all, investors want.”

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