In this webinar, Nick Meredith introduces ATG's capability to manage the full share class conversion process electronically, and provides a demo of the capability.
Paper ATG v 3.2 briefing note The latest version of our Altus Transfer Gateway (ATG) went live on the 25th of November. 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
Blog By Ben Cocks FCA connects competition and conversions Unit class conversions get top billing from the FCA in its efforts to improve competition in the platform market... Tags: Investment Platforms Transfers Wealth