We set up our multi-asset Funds based on our core skills—in-depth company research, and bottom-up security selection. Yet gold-related securities are among our top holdings. How do we, as bottom-up investors, think about an asset which produces no cash flows?
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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