Thought Leadership

Perspectives-Lifetime ISA (LISA): The challenge and opportunity of a Lifetime

Perspectives-Lifetime ISA (LISA): The challenge and opportunity of a Lifetime

Wednesday, 18 January 2017

  • With UK Government proposing the introduction of a Lifetime ISA, Sue Campbell, Senior Product Development Specialist at IFDS explains the administrative challenges and impacts the new product will have in the Financial Services industry.
Perspectives - MiFID II: Suitability, appropriateness and administration in a complex world

Perspectives - MiFID II: Suitability, appropriateness and administration in a complex world

Wednesday, 07 October 2015

  • With the introduction of MiFID II nearing ever closer, Chris Selden, Associate Director of Compliance at IFDS explains how the proposed changes are likely to impact the industry, and in particular, the increase in assets deemed as ‘complex’. Chris finishe
Perspectives: Client Relationship Model Phase 2 (CRM2): Leading Efforts to Ensure Industry Readiness

Perspectives: Client Relationship Model Phase 2 (CRM2): Leading Efforts to Ensure Industry Readiness

Thursday, 02 April 2015

  • Blair Munn, Vice President – Dealer Relations & Documentation at IFDS Canada discusses the latest developments in the regulatory initiative known as CRM2 (Client Relationship Model 2).
Perspectives: Cybersecurity - Building a community of defence

Perspectives: Cybersecurity - Building a community of defence

Friday, 12 September 2014

  • Speaking on a panel of industry representatives at the Investment Company Institute (ICI) conference in Washington DC, USA, Simon Moorhead, Global Chief Information Officer at IFDS shares his views on cyber security.
Perspectives: Working Smarter, together - Changing for the better

Perspectives: Working Smarter, together - Changing for the better

Monday, 04 August 2014

  • With an ever-changing environment it is important to recognise when to adapt business practises to maintain optimum efficiency. Learn how IFDS are working smarter.
Perspectives: Regulatory factors facing today’s Canadian marketplace

Perspectives: Regulatory factors facing today’s Canadian marketplace

Thursday, 26 June 2014

  • Learn more about the impending FATCA legislation and the measures IFDS are taking to ensure compatibility for our global customers.
Perspectives: European Regulatory Landscape 2014

Perspectives: European Regulatory Landscape 2014

Friday, 07 February 2014

  • Learn more about why European legislators and policymakers are taking action to safeguard the stability of the European financial systems.
Perspectives: Apprenticeships - Could your business benefit?

Perspectives: Apprenticeships - Could your business benefit?

Thursday, 14 November 2013

  • With the recent change in educational trends in the UK, we look at how businesses can benefit from a repeatable recruitment structure through the implementation of apprenticeship schemes.
Perspectives: Morals & Markets - The case for intervention on product pricing

Perspectives: Morals & Markets - The case for intervention on product pricing

Thursday, 31 October 2013

  • The introduction of auto-enrolment has already changed the relationship between employers and pension provision, yet a range of consequences are now coming into view.
Perspectives: Foreign Accounts Tax Compliance Act (FATCA): What re the hot topics?

Perspectives: Foreign Accounts Tax Compliance Act (FATCA): What re the hot topics?

Monday, 23 September 2013

  • Read more about our thoughts on the key topics and challenges surrounding FATCA.
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