by admin | May 12, 2022 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Consumer Duty 12 May 2022 Coming to a fact find near you Over the years, the FCA has been fighting a (losing) battle to try to stop consumers receiving poor value and poor advice relating to financial services. The FCA has tried various different initiatives over the...
by admin | Sep 11, 2021 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Compliance relating to ESG Investment 10 September 2021 Sustainable Finance Directive I have recently embarked on research into ESG Investment and am due to complete my report on this by the end of October. It has introduced me to a whole new world of Responsible...
by Tony Catt | Mar 26, 2022 | Catt's Eye View - Historic .PDF, Financial Services - Articles
How are Managed Portfolio Services getting on? 1 September 2021 MPS – growing in popularity with advisers Speaking to different fund managers is always interesting. Almost exactly two years ago, Coronavirus had just reared its ugly head. The markets were spooked...
by Tony Catt | Oct 15, 2021 | Catt's Eye View - Historic .PDF, Financial Services - Articles
The Catt’s Eye View November 2001 Newsletter for my clients This is a newsletter that I published for the clients of my Tony Catt Independent Finanical Adviser Practice in November 2001. Read the PDF...
by admin | Sep 1, 2021 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Educating Rita 1 September 2021 Restricted In Time Advisers Most advisers and wealth managers are busy people and need good time management to complete their duties. The most productive time is spent seeing clients. However, there are major time thieves that thwart...
by Tony Catt | Jun 26, 2021 | Catt's Eye View - Historic .PDF, Financial Services - Articles
MPS revisited June 2021 MPS – increasingly the investment choice of advisers. That project mushroomed up from an initial request from one of my client IFA firms to undertake due diligence because they wanted to use OMW Wealth Select. So just a bit of...
