A Recap of Our Breakfast Briefing: Uncover the Risks of ERI

In partnership with the lang cat, we are excited to present our latest white paper, “Excess Reportable Income: Borrowed Time.”

At FSL, we’re committed to solving the challenges facing our customers and their clients. And Excess Reportable Income (ERI) is a topic that keeps coming up. We already know there are significant difficulties around obtaining, interpreting and providing accurate ERI data, but we wanted to gather a broader view to establish the full picture. That’s why we partnered with the lang cat to source independent feedback from platforms, advisers, and investment managers.

The report was shared with industry figures and select media during a breakfast briefing on 16th November, 2023. Watch the full briefing and the in-depth discussion with our industry experts above.

Want to read the full report? Click here.