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Bupa Global in sponsorship arrangement with ‘HERO health scorecard’

By: Helen Burggraf | 11 Apr 2018

Bupa Global, the  international insurance arm of the UK-based, privately-held health insurer and healthcare giant, Bupa, is offering its corporate clients a type of “health scorecard” that…

US Treasury grants 2-month extension on new Transition Tax

By: Helen Burggraf | 04 Apr 2018

American expat groups are welcoming the news that the US Department of the Treasury has granted those affected by the new so-called Transition Tax a two-month extension…

Comment: Final salary pension sign-offs: Does ‘advice’ enter into it?

By: Christopher Lean, Chartered Financial Planner, Aisa International | 21 Mar 2018

UK lawmakers and pension industry regulators are at last beginning to take a look at the process by which individuals with final salary pension schemes are able…

Spanish court throws out Spain’s higher IHT for non-EEA residents

By: Helen Burggraf | 20 Mar 2018

Spain’s highest court has ruled a long-standing and controversial Spanish practice of charging non-residents of Spain a higher rate of inheritance tax to be discriminatory and therefore…

Rosemont opens office in Malta

By: Helen Burggraf | 08 Mar 2018

Rosemont International, a multi-family office and high-end corporate services provider based in Monaco, has opened an office in Sliema, Malta, where it says it will offer a…

IFRS Foundation steps forward to help stakeholders adopt IFRS 17 insurance standard

By: Helen Burggraf | 06 Mar 2018

Ten months after it published what it called the world’s “first truly international IFRS Standard for insurance contracts”, the IFRS Foundation is ramping up its activities aimed…

International Investment’s Essential Compendium of Acronyms

By: International Investment Staff | 01 Mar 2018

International Investment’s Essential Acronym Compendium is a collection we’ve put together over the years, in an effort to make sense of the financial services industry’s acronym jungle. If…

FCA, PRA address algorithmic trading, as its use seen to grow

By: Helen Burggraf | 12 Feb 2018

The UK’s Financial Conduct Authority and the Prudential Regulatory Authority today published a report and a consultation, respectively, on the supervision of algorithmic trading, as industry experts…

AILO voices PEPP concerns

By: Helen Burggraf | 31 Jan 2018

The Association of International Life Offices has written to a key EIOPA official in Brussels to express its strongly-held view that draft regulation aimed at bringing into…

US Taxpayer Advocate publishes annual list of IRS’s shortcomings

By: Helen Burggraf | 12 Jan 2018

Nina Olson, the US National Taxpayer Advocate, released her Annual Report to Congress this week, and as usual, included mention of failings in the way the Internal…

Comment: Spanish-compliant bonds ‘too often are a rip-off’ for investors

By: James Pearcy-Caldwell, Chief Executive, Aisa International | 08 Jan 2018

In Spain, as in many other developed financial markets around the world, investors have for decades been advised by locally-based expat advisory firms to entrust their savings…

Australia’s FinoComp launches MiFID II product

By: Helen Burggraf | 02 Jan 2018

FinoComp, an Australian technology business  which provides so-called “micro-services software” to the UK wealth management market, has unveiled a tool for discretionary fund managers and platforms that…

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