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Financial Services Industry › Client Services

Integreon

Can Clients Trust Content Made by Machines?

Integreon on

Hello again! Welcome back to Scaling Greatness, a newsletter from Integreon focusing on amplifying business excellence and innovation....more

Hogan Lovells

UK: An alternative way to deal with unclaimed client money? The FCA consults on expansion of the dormant assets scheme

Hogan Lovells on

On 22 May 2023, the FCA published a consultation paper (CP23/12) on the second phase of expanding the Dormant Assets Scheme. The Dormant Assets Scheme was initially set up to allow banks and building societies to pay dormant...more

Latham & Watkins LLP

FCA to Clarify Scope of the Client Dealing Function

Latham & Watkins LLP on

The FCA has announced that it plans to consult further on the scope of the Client Dealing Function under the SMCR. Key Points: ..The FCA acknowledges that the scope of the Client Dealing Function needs to be clarified,...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There is a difference in the quality of service that TPAs offer

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

In any service industry, the quality of service and price can be far and wide. While people say that I focus way too much on the workings on the third party administration (TPA) business, I do have more experience in that...more

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