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Brooks Macdonald International (BMI) today announces that it has won a mandate to manage half of all South African based Personal Trust International’s (PTI) existing offshore portfolios, which are registered under PTI Guernsey Limited.
UMA’s choice of insurance partner stresses importance of service delivery.
New GENRIC UMA’s primary focus is to service brokers.
Groundbreaking legal insurance products enter through new GENRIC-backed UMA.
Are financial advisers ready for the combined impact of COFI and AI?