IDD and MiFID 2
March 26, 2018
IDD, MiFID 2, PRIIPS… strange acronyms which probably don’t mean much to most people as well as a random and sometimes contradictory communication. But these regulations may well prove to be the investor’s guardian angel. The new IDD, MiFID and PRIIPs regulations impose new rules on financial institutions (banks, asset managers, insurers but also distributors […]
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The Cross-Border Entrepreneur
March 22, 2018
Wealth managers are perpetually adapting to meet the needs of Entrepreneurs operating within their own jurisdiction. For this reason, providing the right solutions for Entrepreneurs working cross-border can be even trickier. High-net-worth (HNW) individuals require bespoke cross-border expertise from their financial provider. Notably, our research shows that tax advice is the second most important component […]
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Iberia/Latam roadshows in Zürich, Geneva, Luxembourg: highlights – Part I
March 19, 2018
As you may already know, OneLife organised in March an IBERIA/LATAM roadshow in Zürich, Geneva and Luxembourg to showcase our solutions for these regions with great success! As described in our communication on March 16, 2018 and also shared on LinkedIn, OneLife was privileged to partner with some of the best lawyers from Mexico, […]
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