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Ailo consults with international advisers on key industry trends

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The Association of International Life Offices is rolling out a programme of consultation with financial adviser firms in the Middle East, Asia-Pacific and Europe to ask how advisers see regulatory changes affecting their businesses over the next few years.

As a trade organisation in the insurance industry, Ailo aims to help financial adviser firms prepare for the regulatory changes that are now being introduced in several key markets across the world.

The pace of regulatory change is increasing rapidly in many markets around the world, ranging from increased product transparency and disclosure, changes to the basis on which financial advisers are remunerated, new rules and requirements for advisers who wish to continue to be called independent, and the need for a higher level of qualification for individual advisers.

In the light of the global nature of these regulatory changes, Ailo is consulting with financial advisers on the likely impact that these trends will have on their businesses.

Ailo has commissioned research firm Acuity Consultants to meet with a number of major international adviser firms in order to develop a deeper understanding of the issues they face and to ascertain how Ailo may be able to help advisers adapt to the new regulatory environment.

Bob Pain, chairman of Ailo’s sales committee, says “On a day-to-day basis advisers must naturally focus on developing client relationships and recommending relevant product solutions that are aligned with the needs of modern customers. However, the environment in which this takes place is changing rapidly, so advisers also need to focus on the bigger picture of making sure that their firms comply with new regulations and working practices, whilst building long term value for their businesses to ensure that they will be around to service their clients in the years to come.”

Acuity Consultants will meet with the principals of around 20 key international adviser firms in Europe, Dubai, Hong Kong and Singapore. The consultation will take place over a period of approximately three months beginning in late March 2010, with Acuity then reporting its findings back to Ailo for these to be discussed by the Ailo member companies.

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