Apiax: Three steps to turning compliance into a business enabler in fund distribution

In asset management, exploring investment opportunities beyond the regional borders has become as natural as capitalising on those within them. As financial institutions seek out new growth opportunities, both institutional and retail investors look to allocate assets where safe and possible to benefit from the potential of market opportunities. The global nature of fund distribution […]

Interview with Rob Cohen – Head of support and development at Enable

There is no doubt that at the start of this year, none of us were aware of the COVID-19 crisis that was just around the corner and how this would ultimately impact on us, both professionally and personally. The legal industry was no different, law firms had to swiftly respond to the lockdown restrictions imposed […]

Apiax: Wealth Management: Cross-border framework

In today’s global financial landscape, managing wealth on a cross-border basis has become industry standard. Whether looking to reach an international and mobile client base or to offer competitive investment services, opportunities often emerge beyond the local territory. As with every silver lining there comes a drawback. In the aftermath of the financial crisis, the […]

Apiax: Data transfer restrictions

In the digital and ever-connected business environment, the exchange of personally identifiable information (PII) happens everywhere. Management of this data can easily be subject to risk. Regulatory ambiguity and inconsistent data protection practices are one aspect, while the international context adds an additional layer of complexity. Given the broad scope of application, many organisations struggle […]

Apiax: Compliant and suitable investment recommendations

Today’s wealth management industry is marked by tough competition, growing customer demands and constant regulatory scrutiny. To position well in the market, firms need to deliver superior investment advice, including personalisation and compliance with global regulations. Although vital to investors, incorporating compliance and suitability standards into the investment advisory process can be challenging due to […]

The BCPcast – Episode 2: Business continuity or resilience

There’s been a shift in recent years away from “Business Continuity” to the more holistic “Resilience”. Is it just renaming and rebranding the same job or something more significant? Listen & subscribe Apple Podcastshttps://podcasts.apple.com/nz/podcast/the-bcpcast/id1113990524?mt=2 Stitcherhttps://www.stitcher.com/podcast/the-bcpcast Spotifyhttps://open.spotify.com/show/21EKsL1AhRiJP7ocToCMtR   Websitehttps://www.thebcpcast.com/

LEAP: Is the stamp duty holiday leading to a “gold rush” for conveyancers?

Today’s conveyancing market is experiencing unprecedented times. Lockdown, Brexit, seasonal holidays and the current cut in stamp duty are factors having a major impact, both positively and negatively, on the profession. Following the catastrophic stall in house sales caused by the pandemic, the last couple of months have been amongst the busiest for ten years. […]

NetDocuments offers integrated e-signing with Scrive

Scrive is pleased to announce a new integration of its eSign service into the NetDocuments cloud-based document and email management platform.  The Scrive e-signing service offers users the same level of security and reliability they expect when working in NetDocuments. Scrive set the world standard in the quality of legal evidence that is collected and […]

Webinar wrap up – How to avoid matter leakage, with Clocktimizer

Yesterday we co-hosted a webinar covering the best ways to identify and avoid matter leakage. We were joined by Jessica Davis, Director of Matter Performance and Service Innovation at McCarter & English, Mark Medice, Principal of LawVision, and our own Co-Founder Pieter van der Hoeven. We’ve put together a quick wrap up of some of the practical advice shared […]

Accesspoint Legal services- Making life easier for clients with the online will planner solution

As many of us may know drafting a will is not always a straight-forward process, if it is not properly executed for whatever reason, it can cause future problems for the client and can lead to more time, planning and resources being used to complete it to a high standard. It is important to provide […]