21 Mar 2024
Socius: leveraging structuring to build retirement portfolios
UK fintech provider Socius Technologies offers three products: a structured product administration platform that digitises paper-based processes, an account management system that allows product providers to provide personalised strategies, and a quantitative framework called SPERO to evaluate savings and retirement income strategies.
04 Dec 2023
SRP in brief: the next chapter
News shows no signs of slowing down as HSBC launches a new multi-asset index offering and Halo and First Abu Dhabi Bank collaborate on structured notes.
28 Nov 2023
UK regulator sets out SDR, ESG labelling regime for investment products
The new package of measures, including a consumer-focussed labelling regime, is aimed at establishing the UK as competitive centre for asset management and sustainable investment.
28 Sep 2023
FCA SDR consumer labels: implications for advisers using ESG structured products
In October 2022, the Financial Conduct Authority in the UK (FCA) released its consultation paper on Sustainability Disclosure Requirements (SDRs) and sustainable investment labels.
30 May 2023
UK Market Review, April 2023: Tempo debuts deposit plans
Forty-seven structured products were launched in the UK in April – down by almost a quarter compared to the same month last year.
31 Mar 2023
People: Nomura elevates EQD heavyweight
Nomura Holdings (Nomura) has appointed Simon Yates as global head of equities at Nomura Securities International (NSI), based in New York.
15 Mar 2023
UK WM association sets out Priips plan
The association of wealth managers is urging the government and the regulator to carry out a six-point plan to reform disclosure requirements in the wake of Priips reforms in the UK.
06 Mar 2023
SRPInsight: Special Anniversary Issue
The Special Anniversary Issue of our e-mag is out of the press and ready to download.
26 Jan 2023
FCA consumer duty puts manufacturers under the microscope
As the new guidelines loom, structured products issuers seem to be under the impression the work done to comply with the European regulation will tick all the boxes of the new UK rules.
23 Jan 2023
UK Market Review, December 2022: new regulations pending
Fifty-one products with estimated sales of £106.5m were added to the UK database in December.
13 Dec 2022
FCA sets out retail investor disclosure framework, buy-side raise red flags
The UK regulator is seeking market feedback on a new regulatory framework to replace the Priips and Ucits rules.
09 Dec 2022
UK gov moves to revoke Priips regime
The UK government has set out a collection of 30 regulatory reforms for financial services which include a new retail disclosure regime which will phase out Priips.