As a provider of model portfolios, we have seen a continual rise in adviser demand for 'whitelabelling'. This can present challenges and the new Consumer Duty regulations raise additional questions about what the future holds for co-manufacturing model portfolios in particular.
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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