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Regulatory support

We provide you with support to help you stay ahead of regulatory changes.

Consumer Duty support

Our price and value assessments and statements of target markets

Understand how we offer fair value to your clients. View our value assessments for Wrap, Elevate and Fundzone platforms.

These statements of target market outline which customers might benefit from a product or service based on your clients’ needs, characteristics and objectives.

Trusts and tax reporting

Guidance on FATCA and the Common Reporting Standard and Central Register of Beneficial Ownership of Trusts

FATCA and Common Reporting Standard 
 Register a trust as a trustee - GOV.UK
Central Register of Beneficial Ownership of Trusts Information (Irish Revenue)
Trustee reporting requirements
Irish trust registration reopens for UK trustees

Lump Sum Allowance and Lump Sum & Death Benefit Allowance

For support on Lump Sum Allowance and Lump Sum & Death Benefit Allowance view our dedicated help page.
Lifetime Allowance changes

Accessibility

Our products and services are for everyone. Whether you have accessibility needs or want some help, we are here to support you.
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Due diligence support

Our due diligence guide supports you through the platform selection process or annual review and highlights the due diligence questions you should ask to comply with the regulator.
Wrap due diligence
Elevate due diligence

Related articles

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Legacy products, Consumer Duty rules and what’s next

Alastair Black, Head of Savings Policy, takes a look at some of the actions adviser firms may choose to take now that the deadline for providers of legacy products to comply with the Consumer Duty has passed.

Regulation4 min Read

Financial crime controls, a checklist and the value of advice

Head of Savings Policy Alastair Black highlights the importance of protecting clients from financial crime.

Your business4 min Read

The Consumer Duty six months on and a time to share learnings

Alastair Black, Head of Savings Policy, on why now is the time for the industry to share Consumer Duty best practice as he reviews some of the key findings from Aberdeen’s latest adviser survey.

Your business4 min Read

New year, new opportunities and why the Consumer Duty should be central to firms’ strategy

Why adviser firms should look to use the Consumer Duty to drive their strategy planning.

Industry5 min Read

Adviser firms, their investment propositions and the Consumer Duty rules

Alastair Black takes a closer look at the impact of the Consumer Duty on the adviser firms that offer an investment proposition as part of their service.