The FCA's PS19/29 "Making Transfers Simpler" came into force on 1st February 2021. Are you share class conversions ready? Find out more
Platforms are playing a 'dangerous waiting game' on conversions ahead of new rules which come into force on 1 February Read the full article here.
Paper The latest version of ATG is available to clients The latest version of ATG enables the automation of the conversion process from the ceding platform through to t... Tags: Investment Platforms Life & Pensions Transfers Wealth
News Altus announces full support for share class conversions ahead of FCA regulations Altus announces full support for share class conversions ahead of FCA regulations
Video ATG share class conversion support webinar In this webinar, Nick Meredith introduces ATG's capability to manage the full share class conversion proces... Tags: Investment Platforms Life & Pensions Transfers Wealth
Paper By Ben Cocks Fund share class conversions briefing note The FCA has announced in its December 2019 policy statement that all platform providers must support conversions... Tags: Investment Platforms Life & Pensions Transfers Wealth