BREXIT and Passporting (advising clients in the EU) This Blog is a summary the BREXIT implications for MiFID and non-MiFID investment firms (including IFAs) when it comes to advising clients in the EU. It follows from an article by Jake Green and Qalid Mohamed both of Ashurst LLP. ​ Background We have previously reported that … Read more

Insurance Distribution Directive (IDD)   Executive Summary of a Briefing Paper produced by Derek Lavington and kindly made available to us.    What is the IDD?  The IDD replaces the Insurance Mediation Directive (IMD) which established a common European market in insurance products.     When is the IDD being implemented?   Implementation – 01/10/2018     What … Read more