Sovereign QFE

Sovereign Insider now brings you all you need to know about QFEs, how they work and the benefits of joining Sovereign’s QFE.

QFE applications

We are still accepting applications for Sovereign's QFE. Please contact your BDM if you wish to apply.

QFE FAQ's
We have been compiling all of the QFE FAQs we have received from advisers regarding our QFE. We will add to this on a regular basis.

Updated category 1 & 2 product listings

4/08/2011

The new legislation has categorised financial products into two categories (Category 1 and Category 2), and sets out which type of adviser is qualified to advise and sell. Many advisers are wondering if the products they sell or have on their books are Category 1 or Category 2 products.

Asset Magazine - A Dummies Guide to QFEs

18/01/2011

Asset Magazine look at the QFE space and what it means for advisers.

This article outlines what a QFE is and what options there are for advisers in the new regulated environment.

Asset Magazine - QFE Article Dec 2010

When do financial advisers have to register?

19/11/2010

After consultations with the Ministry of Economic Development this morning, we received clarification on who needs to be registered by 1 December.

Sovereign takes the lead in a new regulatory world

16/11/2010

Sovereign is embracing legislation that will set new professional standards for financial advisers by applying to become a Qualifying Financial Entity (‘QFE’).