Klare Baldwin, head of marketing at FundsNetwork, explains what advisers need to know about the upcoming changes to key investor information documents.
While it is not the most stimulating topic in the world, I feel compelled to put fingers to keyboard to ensure that advisers are aware of some really important upcoming regulatory changes that could have a significant impact on their business processes. July 1, 2012 is a key impending deadline. An increasing amount of advisers’ time is likely to be taken up by efforts to ensure RDR readiness for the end of this year. Unfortunately, this is not the only regulatory change that advisers have to prepare for. Amid all the noise surrounding the RDR, advisers could be forgiven for paying les...
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