Fund Boards Council | Certified B Corp’s Post

Here it is - the Citywire Adviser Choice Awards. If you’ve had a positive experience with Brooks this year, your vote would be much appreciated. Link below in Katie Gilfillan post. Brooks Macdonald #financialadvisors #financialadvisers #wealthmanagement #investmentmanagement #brooksmacdonald #adviserchoiceawards #getvoting #citywire

Navigate the financial landscape this winter with Saven Financial’s #TFSA. Offering a 4.00% interest rate with the added advantage of unrestricted withdrawals and deposits. Enjoy full control over your funds, tax-free. A wise choice for diligent professionals. #FinancialFlexibility #SavenFinancial #WinterFinance ▶️ https://lnkd.in/g_UspnBe

My calendar is filling up for the Texas Surplus Lines Association, Inc. Mid-Year Meeting. I'll be in Palm Beach from June 23 to 26th, helping insurers increase efficiencies, eliminate processes, and improve overall quote-to-bind ratios with the powerful solutions available through Imperial PFS. If you're ready to enhance your business, let's connect!    #ImperialPFS #IPFS #InsuranceIndustry #PremiumFinance #InsuranceSolutions #PaymentSolutions

The JFSC have updated their Jersey Private Fund (JPF) Guide in collaboration with the Jersey Funds industry. The enhancements reflect the dynamic market landscape and the impressive success of the JPF regime since its 2017 inception. Dominic Coyne, Director & Head of Funds, discusses the key changes designed to further the appeal of the JPF in today's market. Read the full article on our website > https://bit.ly/4cRxhGj #JPF #JPFGuide #JPFUpdate #JFSC

SMSF and Death Benefit Nominations - What Are They and Should I Have One? 💰 As the year comes to an end, thoughts often turn to estate planning affairs. While not the typical topic for Christmas or New Year celebrations, being prepared is key. For those with a Self-Managed Super Fund (SMSF) without a death benefit nomination, you might consider it as early as now. 💡 ▶️ If you're wondering what a death benefit nomination is or have questions about SMSF and estate planning, click here to find answers and ensure your financial affairs are in order: https://buff.ly/3R56uNJ #estateplanning #smsf #deathbenefitnominations #KrestonSW

Monday 15 September 2014 Why ‘Independence’ would be Terrible for Scottish Shareholders and the rest of Scotland Lloyds, RBS, HSBC, Shell, Asda... they can’t all be wrong. All these business people would be screaming for Scotland to be independent if it would make them more money. But it will lose them a lot of money, which is why they are speaking out. The most convincing statement for me was from Douglas Flint, chairman of HSBC. You don’t get to be chairman of HSBC unless you know about money. It’s quite amusing to see Alex Salmond tell people that they shouldn’t listen to ‘big oil’. I know who I would rather listen to- people from Shell who are the biggest company in the FTSE, and BP who are worldwide experts in oil. That’s much more believable than the ‘counterpoint’ of view given by the BBC for example, of one man saying “We have good oil resources”. Most of the time, companies don’t like to speak out on political issues, as this could turn some customers against them. However this issue is so important that they are prepared to do it. I’m going to be serious here. As a shareholder, you are a part owner of a business. It is not just some letters on a screen. You have a responsibility to act in the best interests of that business, as long as it does not negatively effect you. And mark my words, it will negatively effect you if Scotland votes ‘Yes’. SSE, Lloyds, RBS, Standard Life... the list goes on and on. They will all fall drastically. Just the speculation from one negative poll was the main cause of SSE dropping more than 2% on Monday the 8th of September. Just imagine what an actual ‘Yes’ vote would do to that share. Lloyds, RBS and Standard Life would all be hit hard- there will be BIG falls across the board. Practically every share will fall if Scotland votes ‘Yes’. Quite a lot of Scottish people won’t care at all about Banks or Financial service companies. They would when it effects their livelihood- the loss of financial service jobs would hurt the whole Scottish economy. So that could be pain in the future for them. It could actually benefit the north of England, where I live, but I’m still writing this. However what would effect everyone directly and immediately is higher food prices. I’ve worked for Asda, which is part of Wall-Mart, one of the biggest companies in the world. I don’t love them as a company at all- they can be very ruthless. But I cannot recall one instance of Asda becoming involved in a political issue. They don’t in general elections. But they have directly said that food prices will be higher if Scotland votes ‘Yes’- it will be so bad for them as a business that they are saying this even though it could offend nearly half of their customers.

Last week the Institutional Limited Partners Association (ILPA) issued its much anticipated Guidance for Limited Partners and General Partners in respect of NAV-based facilities.   The Guidance focuses on LPs' concerns regarding NAV facilities, and makes a number of recommendations. Please read our full briefing for an overview of the key takeaways from the Guidance, and what we are seeing in the market: https://lnkd.in/ePT2Wf9e   Charles Bischoff, Danny Peel, Laura Smith, Jeremy Elmore and Adam Burk   #FundFinance #NAVFacilities

ILPA's much anticipated guidance for GPs and LPs in respect of NAV-based facilities dropped last week. We summarise the key themes and takeaways in our briefing note below (spoiler alert 🔔 : increased disclosure and transparency is the order of the day)

Unlock the power of financial planning excellence at the NAPFA Spring 2024 National Conference! Join industry leaders, expand your network, and elevate your expertise. Don't miss out on the regular pricing rate —register now for an unforgettable experience: https://bit.ly/3GiNshU Jim Dolmas #NAPFA24 #FeeOnly #FinancialAdvisors #NAPFA

FSP fallout: FSCA withdraws licence of The Wealth Strategist tied to N-e-FG saga. The FSCA has withdrawn the licence of The Wealth Strategist (Pty) Ltd, whose directors were also directors of the N-e-FG Fund Management and N-e-FG Administrators (which rebranded as Phahamisa Administrators). Get further insights in the full article: https://buff.ly/3UWh2kc Share your thoughts in the comment section! #FAISAct #FSCA #NeFGAdministrators #NeFGFundManagement #TheWealthStrategist