Wealth Managers: Take Notice of Share Class Conversions

Wealth Managers: Take Notice of Share Class Conversions

In its December 2019 policy statement, the FCA announced that share class conversions must be supported. How will this have an impact on wealth managers?

Check out this article on page 5 of the Personal Investment Management & Financial Advice Association (PIMFA)’s Spring/Summer 2020 Journal highlighting the problem with conversions, the solution, and what’s being done about it.

Related Articles

Electronic Transfers Review

Pensions

First Half of 2023 Review of UK Investment Transfer Market

Find out what happened in the UK Investment Transfer market in the first half of 2023
Read Article

Pensions

ViaNova/TeX - Automating Corporate Pension Transfers

In this session our expert panel will examine how the ViaNova Working Group and TeX worked together to develop those standards to support electronic pension transfers, resulting in significant reductions in the time and cost to process DC and DB transfers.
Watch Webcast

Pensions

Equisoft/transfer User Group

This user group was a valuable opportunity to get updates on the electronic transfer market, TeX, ViaNova and the Pay.UK Cash ISA Transfer Service- as well as changes to Equisoft/transfer, formerly known as ATG.
Watch Webcast