• No results found

Independent Financial Advisers

Branding guidelines. Discovery Accredited Independent Financial Advisers

Branding guidelines. Discovery Accredited Independent Financial Advisers

... integrated financial services organisation and expanded our original promise to include enhancing and protecting lives. Throughout our ongoing growth, our founding ideal has remained unchanged – making people ...

21

Almary Green. Growing Prosperity... Independent Financial Advisers. Client Almary Green Logo development. farrows

Almary Green. Growing Prosperity... Independent Financial Advisers. Client Almary Green Logo development. farrows

... have advisers who are specialists in this ...Life Advisers (SOLLA) and have an in-depth knowledge of the entitlements and options available to those needing ...

11

Beaumont Robinson Independent Financial Advisers. your retirement options

Beaumont Robinson Independent Financial Advisers. your retirement options

... Converting segments regularly means that you can effectively use the tax free cash, as well as an annuity/drawdown pension to provide your income; making it more tax efficient. Phased retirement can be a very useful ...

28

The drivers of surrogate usage and selection criteria: The use of independent financial advisers by UK consumers

The drivers of surrogate usage and selection criteria: The use of independent financial advisers by UK consumers

... the financial adviser to offer the full range of products available across the marketplace together with the implicit reduction in time and effort afforded to the consumer resulting from surrogate usage are also ...

21

10 Years to Save Your Retirement

10 Years to Save Your Retirement

... For Independent Financial Advisers and their clients, the 10 years before retirement is an ideal point at which to review where they are, what they want to achieve and how they should set about ...

24

Financial advice for funding later life care: A scoping review of evidence from England

Financial advice for funding later life care: A scoping review of evidence from England

... funders’ financial matters were not generally aware of the possibility of accessing independent financial advice to help plan paying for care ...to independent advice, including ...

18

Practitioners of the craft of private banking

Practitioners of the craft of private banking

... specialist financial planning advice to you through EFG Independent Financial ...fully independent financial advice and are always structuring our services to cater for your individual ...

16

The CFS – a guide for money advisers

The CFS – a guide for money advisers

... for advisers and clients alike, because often, the benefit is not physically paid to the claimant, but is paid directly by the council benefits department either to another department or to an external body such ...

17

The financial planning education and training agenda in Australia

The financial planning education and training agenda in Australia

... This paper will provide analysis of the Australian regulator's training register to argue that the regulation of training and education standards for financial advisers in Australia has [r] ...

15

MISEP - Mutual Information System on Employment Policies. Greece, Basic information report

MISEP - Mutual Information System on Employment Policies. Greece, Basic information report

... Ilt6lTT MINISTEROF LABOUR Advisers to the Minister SECRETARYGENERAL Legal Service Officer for Financial Affairs Directorate for WorkingConditions - Dpt for individual ernployrnent eontra[r] ...

46

A GUIDE TO THE TAXATION OF HUSBANDS AND WIVES ON MARRIAGE, AND ON SEPARATION AND DIVORCE 2012/2013

A GUIDE TO THE TAXATION OF HUSBANDS AND WIVES ON MARRIAGE, AND ON SEPARATION AND DIVORCE 2012/2013

... Under Independent Taxation, each spouse is now taxed separately. Each spouse has their own annual exempt gains limit (£10,600 for 2012/13). CGT was levied at 18% however increased to 28% for taxpayers on 40% or ...

15

Independent Financial Adviser to the Independent Board Committee and the Independent Shareholders

Independent Financial Adviser to the Independent Board Committee and the Independent Shareholders

... As at the date of this announcement, the Board of directors of DSBG comprises Messrs. David Shou-Yeh Wong (Chairman), Hon-Hing Wong (Derek Wong) (Managing Director and Chief Executive), Lung-Man Chiu (John Chiu), Gary ...

9

Guide to targeting the right clients for Income Protection. For financial advisers only.

Guide to targeting the right clients for Income Protection. For financial advisers only.

... They need Income Protection in conjunction with their pension to have a full circle pension plan in place.... Investment Clients.[r] ...

11

China Cinda Asset Management Co., Ltd (1359.HK / 1359 HK)

China Cinda Asset Management Co., Ltd (1359.HK / 1359 HK)

... References in this report to Credit Suisse include all of the subsidiaries and affiliates of Credit Suisse operating under its investment banking division. For more information on our structure, please use the following ...

10

Credit Suisse Equity Research

Credit Suisse Equity Research

... the Financial Conduct Authority and the Prudential Regulation ...Limited, Financial Instruments Firm, Director-General of Kanto Local Finance Bureau (Kinsho) ...The Financial Futures Association of ...

20

Australian Investment Strategy

Australian Investment Strategy

... References in this report to Credit Suisse include all of the subsidiaries and affiliates of Credit Suisse operating under its investment banking division. For more information on our structure, please use the following ...

11

Minding the minister? Ministerial advisers in New Zealand government

Minding the minister? Ministerial advisers in New Zealand government

... to advisers (see Eichbaum and Shaw 2003), and the somewhat haphazard application of protocols governing relations between staff in ministers’ offices and officials (see Eichbaum and Shaw ...political ...

19

Monetary Authority of Singapore FINANCIAL ADVISERS BILL 2001 FREQUENTLY ASKED QUESTIONS

Monetary Authority of Singapore FINANCIAL ADVISERS BILL 2001 FREQUENTLY ASKED QUESTIONS

... A: The objective of the prohibition order is to keep unfit persons from engaging in any or all of the financial advisory services regulated under the Bill. MAS' ability to issue a prohibition order would be ...

7

Proposed Conflict of Interest Rule and Related Proposals, RIN-1210-AB32

Proposed Conflict of Interest Rule and Related Proposals, RIN-1210-AB32

... and financial institution to warrant that they do not use forms of compensation, including “differential compensation,” or other “actions or incentives” that “would tend to encourage individual Advisers to ...

21

The Challenge of Fiduciary Regulation:  The Investment Advisors Act After Seventy-Five Years

The Challenge of Fiduciary Regulation: The Investment Advisors Act After Seventy-Five Years

... Investment Advisers Act of 1940 has advanced from a relatively weak statute merely registering advisers with the Securities and Exchange Commission (SEC) to a more robust law imposing fiduciary ...

33

Show all 10000 documents...

Related subjects