Tag: Consumer duty
Socius: leveraging structuring to build retirement portfolios
Europe | Technology
21 Mar 2024 by Pablo Conde
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.
Buy-side view: portfolios are better off with at least 25% of structured products
Europe | Products
07 Mar 2024 by Pablo Conde
Activity in the UK structured products market continues to pick up after years of subdued inertia.
UK Market Review, March 2023: focus on the consumer
Europe | Market Reviews
25 Apr 2023 by Velina Bulanova
One hundred and eighteen products were added to the UK database in March.
SRP Europe 2023: Priips, the political hot potato
Europe | Conferences
23 Mar 2023 by SRP News
A panel of market participants discussed upcoming revisions and updates to major investment directives, whilst looking at the differences between the EU and UK rules, during the SRP Europe 2023 Conference in London.
UK Market Review, January 2023: FCA checks Consumer Duty progress
Europe | Market Reviews
27 Feb 2023 by Velina Bulanova
One hundred and three products were added to the UK database in January, a 75% increase compared to the same month last year.
Getting to grips with Consumer Duty
Europe | Regulations & Legal
15 Feb 2023 by Tim Mortimer - FVC
The UK regulator Financial Conduct Authority (FCA) is in the advanced stages of implementing its new “Consumer Duty” directive.
SRP in brief: taking shape
International | Industry
30 Jan 2023 by Amélie Labbe
In the final week of January, we saw smaller firms poach executives from their larger counterparts, and a Singaporean bank report a huge increase in trading volume of structured products.
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FCA consumer duty puts manufacturers under the microscope
Europe | Regulations & Legal
26 Jan 2023 by Sybil Yorke
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.
