UK SDR: fix the roof when the sun is shining

Following the publication of the FCA’s long awaited PS23/16 “Sustainable Disclosure Requirements (SDR) and investment labels” on 28th November, UK-authorised investment firms are facing a paradigm shift in regulatory compliance and reporting when it comes to sustainable finance. In the face of these changes, it is imperative that asset and wealth managers start to plan for, and implement, strategic technological solutions for the new regulatory landscape as opposed to short-term tactical fixes.

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Investment strategy builder application, Stratiphy has obtained new approval from the Financial Conduct Authority (FCA), which enables the company to manage investments on behalf of clients, as well as automating trading activities based on individual principles, objectives and preferences. 

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Spotlight on the Appointed Representative Regime

Principal firms face scrutiny from regulators, necessitating protective measures to prevent consumer harm. Our on-demand webinar guides robust oversight of Appointed Representatives, covering AR benefits, regulatory expectations, and key responsibilities.

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Fractional CMO Support Guide: Branding

A Fractional Chief Marketing Officer can play a vital role in supporting businesses in their branding and identity endeavours. By offering strategic guidance, creative expertise, and data-driven insights, a Fractional CMO can drive ROI for businesses.

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