Insights

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

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

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

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

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

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