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Mensuel de mai 2023 - Fonds d’investissement

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Embracing the Consumer Duty: Effective Communication Strategies for Asset and Wealth Management firms
By Andrew FROST, Head of Relationship Management Global, UK, Ireland and Luxembourg | Paragon   How companies in the financial sectors can adapt their communication strategies to ensure compliance with the new FCA Consumer Duty principle.   The Financial Conduct Authority (FCA) is introducing a new Consumer Duty principle to ensure firms act to deliver good outcomes for retail clients. This will replace existing FCA Principles 6 and 7, and aims to improve the way companies communicate with their customers. In this article, we will explore the communication considerations Asset and Wealth Management firms should take into account and offer practical suggestions to ensure compliance.   Key Components of the Consumer Duty...
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These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg.
Fi&FO
Zeb Consulting
Banque Havilland
Mazars.lu
Kurtosys
Linklaters
J. P. Morgan
DLA PIPER
Lpea.lu
SOCIETE GENERALE Securities Services
Stibbe
Square management
Bearingpoint
Paragon
NautaDutilh
Comarch
Lamboley Executive Search
MIMCO Capital
AXA IM Luxembourg
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CONNECTreg
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Loyens & Loeff
Allen & Overy