Insights

ESMA MiFID II Suitability Requirements Around Sustainability

ESMA has published its final report guidelines on selected aspects of the MiFID II suitability requirements, including specifically around

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Investment Solutions Consultants (ISC) Ltd and FundSense are delighted to announce the launch of AVIATe

Investment Solutions Consultants (ISC) Ltd and FundSense are delighted to announce the launch of AVIATe, the first automated solution to the challenge of compiling annual Value Assessments for UK Retail

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ISC partners with Fencore on Data Management Solutions

We are pleased to announce that ISC (Investment Solutions Consultants), a digital transformation consultancy, and Fencore, a data management software provider, are partnering to propel investment managers forward in their data management

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ISC Regulatory Change Forum June 2022

Thank you to @Jonathan Boswell and @Simon Haque for hosting a very informative Regulatory Change forum last month and thank you to those who attended we hope you found this useful and interesting

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Should the maintenance of legacy technology come before the implementation of new technology?

Obviously the legacy technology came first but should the maintenance of legacy technology come before the implementation of new technology

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Is Change managed effectively by the industry?

A 1.6% failure rate seems very low. I have no evidence but… maybe if the Regulator asks what your failure rate is you underplay it

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ISC launch MiFID II Compliance Healthcheck Service

The EU directive MiFID II (The Markets in Financial Instruments Directive) became effective January 2018…

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ISC launch Solvency II Healthcheck Service

Solvency II became fully effective in January 2016, following a delay of 2 years, allowing the industry…

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ISC launch AIFMD Compliance Healthcheck Service

The Alternative Investment Fund Managers Directive (AIFMD) became effective in July 2013 giving…

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ISC launch MiFID II Compliance Service

The EU directive MiFID II (The Markets in Financial Instruments Directive) is set for implementation in January…

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