Recherche
S'identifier

Mensuel de mai 2023 - Fonds d’investissement

go back Retour << Article précédent     Article suivant >>


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...
Cette page n'est accessible qu'aux abonnés payants.
Veuillez vous identifier si vous êtes abonnés à la consultation de nos archives.
Nous vous invitons à souscrire un abonnement, ou à prendre contact avec nous.

This page is only accessible to paying subscribers.
Please identify yourself if you have subscribed to the consultation of our archives.
We invite you to take out a subscription, or to contact us.
Ces entreprises nous font bénéficier de  leur expertise en collaborant avec Agefi Luxembourg.

These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg.
Pictet Asset Management
Allen & Overy
Lamboley Executive Search
Fi&FO
AXA IM Luxembourg
Lpea.lu
Paragon
Ernst&Young
VP Bank
J. P. Morgan
SOCIETE GENERALE Securities Services
Bearingpoint
Castegnaro
NautaDutilh
Sia Partners
Comarch
DLA PIPER
Generali Investements LU
Mazars.lu
Linklaters
Loyens & Loeff
MIMCO Capital
Square management
Zeb Consulting
Stibbe