Insights - What We Think


Leeds is leading the way for financial services

Jobs are now rising in Leeds, more so than its southern city counterparts.

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A spotlight on our Transfer Agency customer agents

Supporting clients from home

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Transforming the data journey

Link Fund Solutions is the first ACD to standardise EMT data for TURN.

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Funds Europe’s latest report: the most salient and pressing issues facing the Irish market

From Brexit and anti-money laundering to CP86, the latest Funds Europe report looks at key issues and trends affecting Ireland’s funds industry.

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UK Transfer Agency: How we treat vulnerable customers fairly

During a pandemic or otherwise, treating customers fairly is at the forefront of our focus.

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Transfer Agency: seamless processes for investors at the touch of a button

Transfer Agencies (TA) have faced many industry changes, particularly in 2020. Investors have had to adapt and so has the TA – fast.

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Virtual AGMs in 2020

How we scale and flex to help our clients, large and small.

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UK Dividend Monitor Q4 2020 webcast highlights

Was the worst recession in 300 years as bad for investors as it could have been? Find out from our market experts.

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A review of General Meetings – 2019 v 2020

During 2020, we again analysed the voting results of our client General Meetings (GMs) in the UK and Ireland.

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CP86 December update: what does it mean for SMICs?

The Central Bank of Ireland’s (CBI) latest review included updated guidance that all Irish fund management companies (FMC) must appoint a minimum of three full-time employees (FTE). Find out how we can help.

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CP86 substance requirements

How your Self-Managed Investment Company can transition to a third-party Management Company.

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ESMA’s letter

Proposed amendments to the Alternative Investment Fund Managers Directive

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