The Personal Investment Management & Financial Advice Association (PIMFA)

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PIMFA Journal #27

PIMFA Journal #27: June 2024: In this issue; Why Onboarding is Still Largely Unsolved - Atfinity; Ongoing services leads charge in Consumer Duty implementation - Bovill; Current Cyber Threats and Insurance Solutions for the Investment Management Sector - Consilium; Buffer, tail hedged or covered call: How to select options-based ETFs - ETF Stream; Advice Guidance Boundary Review - Farrer & Co; Why ERI Data is Putting Our Industry and Its Investors at Risk - Financial Software Ltd; The need for education on Dormant Accounts - Gretel; Market Colour on E-Communications Surveillance - Leaman Crellin; Protecting directors and officers against evolving cyber threats - Lockton; Strengthening Supply Chain Security in Finance - Toro Solutions
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