Central Investment Propositions (CIP) have (directly or indirectly) been at the heart of many discussions amongst advisers, product providers, regulators and other industry stakeholders over the last few years, for the simple reason that they cross the invisible borders between often discussed elements of the industry.
Whether it is regulation, establishing a sound business model in the new advisory marketplace, the personal makeup behind a good advisory team or the inherent risk carried by advisers and your clients, a CIP sits at the heart of it all.
With that in mind, CleverAdviser will soon be publishing a new guide for advisers entitled, ‘Developing and Managing a Centralised Investment Proposition: An Adviser’s Guide’.
The guide is designed to summarise some of the key concerns and questions around CIPs, to put you in a position to make informed decisions as you and your firm move forward.
We’ve talked to industry leaders and collected the years of experience we have within the industry to make this guide the ultimate starting point for advisers unsure about their current situation, or those who simply want to consider other methodologies and approaches.
The guide will be available to download from the CleverAdviser website at the end of March. However, if you would like to ensure that you’ll be able to get your hands on a copy as soon as possible, simply fill out the form below, and we’ll send you a ‘hot off the press’ issue, as soon as we have them available.
We look forward to hearing what you think of ‘Developing and Managing a Centralised Investment Proposition: An Adviser’s Guide’ so don’t forget you can always send your comments, questions and queries here, before and after the publication launches in the next few weeks.