On 8 December 2015, the Securities and Futures Commission of Hong Kong (the “SFC”) released the “Consultation Conclusions on the Client Agreement Requirements” (“Consultation Conclusions”), in which ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

The UK Financial Conduct Authority (FCA) has published consultation paper CP25/36 as part of a set of publications forming a "landmark package to boost UK investment culture." The consultation sets ...

Don’t look now, but family office client consultation is moving downmarket. Specifically, the boardroom meeting uniting the client’s advice team is becoming commonplace. This is an opportunity for the ...

New and existing claimants of Adult, Child or Pension Age Disability Payments may get a ‘client consultation’ instead of a face-to-face assessment.