On February 23, 2018, the Insurance Distribution Directive (IDD) will come into effect and the “MiFIDisation” of insurance-based investment products will become unavoidable. Gatsby & White, Luxembourg’s leading independent insurance broker, is expanding its organisation in order to help wealth managers cope better with the new regulatory environment. 2017 is therefore a crucial year for Gatsby & White to cover and extend its bases.
Policy Health Check
Life insurance solutions have become very popular as a wealth planning tool. However, due to changes in law, fiscal policies or interpretation by local tax authorities, insurance solutions often require review and fine-tuning in many markets, as they may no longer be as compliant and as effective...