As the conversation moves on from RDR, one topic over the last few years has encompassed all of the challenges advisers face: the Centralised Investment Proposition, or CIP.
Your CIP should fit in with your firm’s approach and philosophy, address your exposure to risk, engage with the regulator’s advice and provide a sound business model on which to grow your firm for the future.
So, does it? Or is your CIP creaking at the regulatory seams? Or are you only now starting to consider what your CIP should look like?
Whatever the stage you currently find yourself at in relation to your firm’s CIP, we have the answer to help you move forward.
Today, CleverAdviser can announce our latest publication: ‘Developing and Managing a Centralised Investment Proposition: An Adviser’s Guide’.
We’ve talked to industry experts, consulted advisers and used our substantial internal knowledge to create a document which should help you to take the next step, whatever your current stage of the CIP process. If you already have a CIP, the guide will allow you to assess it. If you are sceptical of CIPs, researching them as a non-adviser or simply trying to keep up to date with latest industry trends, then there’s something here for you too.
We think this is a vital document for all in the advisory profession and we invite you to download your free copy now! Simply click here and we’ll get your copy of ‘Developing and Managing a Centralised Investment Proposition: An Adviser’s Guide’ to you, right away!
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