Two mismanaged banks failed, people are worried about regional US banks, and the authorities have intervened to provide liquidity to the banking system. So what is the impact on the banks we hold?
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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