In June 2010, CACEIS and PwC published the Ideal Advice report, analysing financial advice practices across Europe and proposing fundamental changes to the industry’s relationships with the individual investor.
The report, first presented at a Fund Forum International 2010 plenary session, was met with considerable success. The report has been endorsed by the European Financial Planning Association (EFPA) which has asked PwC and CACEIS to publish a Spanish version to be co-launched during a series of roadshows in Spain’s largest cities where the report's contents will be debated with EFPA members.
The first roadshow will be held on 12 April 2011 at the Barcelona Stock Exchange with Ana Vazquez, Head of Fund Structuring and Domiciliation, representing CACEIS on the speakers’ panel. A second debate is scheduled for 5 May 2011 in Madrid at the Bolsalia financial fair and several other events around the country are in the process of being finalised.
Download here an English version of the Ideal Advice report
Download here a Spanish version of the report
To view the invitation for the Barcelona event click here.
To contact the authors for further information, please click here.