TITLE

St James's Place retreats on solicitor stance

AUTHOR(S)
Blackmore, Nicole
PUB. DATE
August 2009
SOURCE
Money Marketing;8/6/2009, p32
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article reports on the new guidance issued by St. James's Place PLC to its partner firms in Great Britain. It states that new guidance has been issued after the Solicitors Regulation Authority (SRA) announced that solicitors can only refer clients looking for investment advice to Independent Financial Adviser (IFA). It notes that the guidance recognizes that the SRA views an IFA as one that can advise client on products in the market.
ACCESSION #
44053391

 

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