Every year you are facing new rules and regulations that must be met, in order to stay compliant. Meanwhile, you must fulfil RDR requirements of ensuring you meet your client servicing agreements. This juggling act is becoming more difficult for many Financial Advisers, which is why we are seeing an upsurge of IFAs approaching us to help them with their exit plan
Have you taken time to consider how you will address each regulatory change?
Do you have the infrastructure in place within your business to apply the new processes in a compliant manner?
- MIFID II
- PRIIPS (Packaged Retail and Insurance-based Investment Products Regulation)
Could now be the right time for you to retire?
The acquisition market is strong with highly competitive offers – to explore our options click here
Talk to IFA Acquisitions for an informal chat about your retirement options