home » insurance advice » support for independent financial advisers (ifa-legal)

Support for independent financial advisers (IFA-Legal)

 

 

IFA-Legal™ offers independent financial advisers easy access to a comprehensive package of legal support to help them take advantage of new market opportunities and provide best advice to their clients, including advice on:

• FSA regulatory advice, with the benefit of solicitor/client legal privilege;
• Support in relation to preparation for the Retail Distribution Review (RDR);
• IFA-related agreements including client service agreements, introducer and appointed representative agreements;
• Financial promotions including offshore product promotions in the UK;
• Shareholders agreements, business re-structures and share options;
• Structuring and establishing investment funds;
• IFA mergers, acquisitions and jother commercial ventures.

Please call Nigel Wallis on 0151 906 1000 or email us via the link below.