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Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

EMBRACING THE FUTURE WITH CONFIDENCE

Whether it’s evolution or revolution, change is one of the key drivers facing our industry. The latest regulation to affect us is the first phase of the Isle of Man’s Conduct of Business (CoB) legislation, that comes into force on 1 January 2019. While change is rarely easy, it can also present a real opportunity to explore different ways of doing business.

PREPARING FOR CONDUCT OF BUSINESS

We want to help make the CoB transition as straight-forward as possible for you, so with that in mind we’ve created this one-stop shop of resources that cover all you need to know about CoB and its implications.

THE ISLE OF MAN’S NEW CONDUCT OF BUSINESS CODE, AND WHAT IT MEANS TO YOU (AND YOUR CLIENTS) - Published: 13 Dec 2018

The publication, by the Isle of Man Financial Services Authority (FSA), of its long-awaited Guidance Notes for implementing its new Conduct of Business (CoB) regulations has at last given all of us the blueprint we’ve been waiting for, to plan for 2019 and beyond.

THE CHANGING FACE OF REGULATION AROUND THE WORLD - Published: 12 Dec 2018

How regulation has shaped – and will continue to shape – the international wealth advice market.

OUR ANSWER TO THE QUESTION: WHY THE ISLE OF MAN - Published: 11 Dec 2018

Why your customers can take great re-assurance from the fact that RL360 is located on the Isle of Man

SEE OUR EXAMPLE DOCUMENTS - Published: 10 Dec 2018

One of the requirements of phase 2 of CoB in July 2019 is the introduction of Key Information Documents (KIDs). We are also updating our illustration system. See what the new documents will look like.

Business resources

Here are some resources that might be helpful to you if you are considering adapting the way you do business.


DRAFT SUITABILITY REPORTS

We’ve drafted some wording that you could use when recommending our products to your clients.


Regular Savings Plan - Life Assurance

Regular Savings Plan - Capital Redemption

Quantum

LifePlan

PIMS

Oracle


Try out our better business calculator

See how your business model works under different charging models with our easy to use calculator.


Customer engagement guide

We’ve created a handy guide that you can use with your customers to explain how you can help them make smarter financial decisions.

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If you don’t currently receive our emails you can register here – you’ll get to know when the latest content has been added to help you stay ahead of the game.