It’s easy to miss something you’re not looking for. Artemis’ Jack Holmes thinks this is why many of the largest asset managers have failed to notice the value towards the lower end of the high-yield market.
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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