News
"Time Up for Reverse Solicitation? Case Study: Monaco" published 27 January 2023 in ClearView Financial Media's WealthBriefing.
This detailed explanation of a practice, and how regulators apply it in jurisdictions such as Monaco, sheds light on the world of fund and financial products distribution and marketing. We hope wealth management readers find this of value.
This news service is pleased to share insights about a practice affecting distributing and marketing funds in the European Union – “reverse solicitation.” It is the sort of complex area that wealth managers whose clients are involved in hedge funds and private equity portfolios, for example, must be aware of. The authors of this article are Geoffroy Michaux, managing partner AML Monaco Advisory, founder and partner GPM Avocats, and Cathy Brand, CEO Global Sales Compliance Ltd.® The usual editorial disclaimers apply to views of guest contributors. Jump into the conversation! Email tom.burroughes@wealthbriefing.com