Emerging markets are home to nearly of all the world’s unbanked population. According to data published by the World Banki, those without access to financial services are most likely to be the very poorest households, young people and those who have received the least education.
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
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