Consultation paper published today
Proposed changes to effect from 31 July 2020
Follows Investment Platforms Market Study
'Optimisation' plans to reduce costs
'Pinning its colours to the mast'
Who pays for platforms?
New reporting platform for third-party IFA and direct clients
Replaces Andrea Hohlachoff
Oversaw development of Elevate and Wrap
Assumes role in January
December 2018 or early 2019
'Client service key to structural growth'
In-house portfolios remain most popular
'Would be worried as a re-platformer'
Available from 1 August 2018
Will be rebranded following Aberdeen merger
March sales figures revealed
Net sales of £7bn
'2017 was a success and massively difficult'
AJ Bell and Embark latest to confirm IPO plans
Mixed investment funds also see demand
Targets DFMs and platform providers