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Independent financial adviser

An independent financial adviser (IFA) is a professional who offers independent advice on financial matters to their clients and recommends suitable financial products from the whole of the market. The term was developed to reflect a United Kingdom (UK) regulatory position and has a specific UK meaning, although it has been adopted in other parts of the w…

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Overview

ProfessionalAdviceFinancialUnited KingdomHong Kong
16 related topics

Qualifications for IFAs in the UK

Qualifications and Credit FrameworkFinancial Services and Markets Act 2000
2 related topics

New rules for financial advisers in the UK from 2013

Financial advisor
1 related topics

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Overview

New rules for financial advisers in the UK from 2013

Qualifications for IFAs in the UK

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Map overview Semantic statistics

Independent financial adviser

Nodes23
Edges22
Triples2
Avg. degree1.91
Density0.086957
Components1

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Important terminology

financial advisers ifas independent adviser advice fca ifa uk services term also insurance must regulated conduct matters qualifications investment end

Entity relationships Subject–Predicate–Object triples

SubjectPredicateObjectConfidenceSrc
reviewinginstance ofand still charge a regular fee if they are providing an ongoing service0.80text
advising on a client's investmentsinstance ofand still charge a regular fee if they are providing an ongoing service0.80text

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