by AdminKrzysztof | Nov 1, 2024 | Latest News
We are delighted to announce that Socius Technologies has recently achieved ISO 27001: 2022 certification, the world’s best known standard relating to information security, cybersecurity and privacy protection. This is part of our ongoing commitment to develop...
by AdminKrzysztof | Oct 14, 2024 | Tea break listening
Introduction paragraph Your browser does not support the audio tag. Conclusions...
by AdminKrzysztof | Oct 7, 2024 | Individualised
The FCA has just published the template showing the data it wants schemes to publish as part of the overall Value For Money framework. One hundred and ninety rows relate to investment performance alone, and the template specifies 1147 values in total. One thing is for...
by AdminKrzysztof | Aug 29, 2024 | Model Portfolio Selection
When onboarding a new adviser firm, investment firms in the UK must adhere to stringent due diligence requirements as laid out by the Financial Conduct Authority (FCA). The FCA’s rules and guidelines aim to ensure that investment firms maintain high standards of...
by AdminKrzysztof | Aug 15, 2024 | Structured Products
Investors are constantly on the lookout for innovative financial instruments that can offer tailored exposure to various asset classes while mitigating risks. Actively Managed Certificates (AMCs) and Structured Products are two such instruments that have gained...
