The name game

Counterparty Risk

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Colin Jackson - Director, Baronworth Investment Services, Essex

In the uncertain economic climate, naming the counterparty in the marketing literature would be of enormous benefit to both the adviser and the investing client but it seems as though sometimes this is just not possible. For example, the provider may not select the counterparty until after the literature has been produced.

In this event, the adviser should find out from the provider who the counterparty is together with its Standard &

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