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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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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.
Square management
Paragon
DLA PIPER
Zeb Consulting
SOCIETE GENERALE Securities Services
VP Bank
Fi&FO
NautaDutilh
Bearingpoint
Ernst&Young
Linklaters
J. P. Morgan
MIMCO Capital
Castegnaro
Generali Investements LU
Stibbe
Mazars.lu
Loyens & Loeff
Lpea.lu
A&O Shearman
Lamboley Executive Search
Comarch
Pictet Asset Management
PwC
Sia Partners
AXA IM Luxembourg