Wealth Managers: Take Notice of Share Class Conversions

Wealth Managers: Take Notice of Share Class Conversions

Article Pensions

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

Equisoft The Roadmap to PDP Readiness White Paper Card Image 640x452

Pensions

The Roadmap to Pensions Dashboards Programme Readiness

In this whitepaper, David Poynton, Pensions Dashboards Product Manager at Equisoft and a member of the PDP advisory group, provides an essential guide to help you understand and meet the PDP connection requirements.
Read eBook
Gears Co Working 1920x1080

Pensions

Strategies and Resources for Optimising Pensions Dashboards Programme Matching Criteria

Discover strategies for optimizing data matching in the Pensions Dashboards Programme (PDP).
Read Article
Pensions Dashboards Readiness Card Image 640x452 1
71306EFE-1141-4B9F-9807-F23D12621125

Pensions

Pensions Dashboards Readiness: Essential Steps and Supporting Tools

During this webinar, our Pension Fusion Product Manager, David Poynton along with guest speakers will walk through the industry toolkits available to Trustees, TPA’s & Providers.
Watch Webcast