Friday, 17 August 2012 08:46
Ascentric helping advisers understand the complexities of CIPs
Ascentric, a sponsor of the Institute of Financial Planning, will be running half-day seminars for advisers in September on centralised investment propositions (CIPs).
The seminars are aimed at those advisers who are thinking of reviewing or implementing investment processes and advice propositions at their firm.
Firms involved include Henderson who will speak on multi-managers, Vestra on full discretionary fund management (DFM), 7IM on model-based DFMs and Defaqto on investment considerations against a market and regulatory backdrop.
The Financial Services Authority will also be in attendance to answer questions in a debate session.
Ascentric decided to hold the workshops after a survey by the firm showed that 61 per cent of advisers saw the development of a client proposition as the most problematic part of RDR.
Sean Hawkins, Ascentric's marketing manager, said: "Our CIP seminars have been designed to help identify the different CIP options available, giving advisers the opportunity to review these solutions and determine whether they fit with the needs of their clients.
"Even if an adviser has already agreed the investment process within their own firm, these seminars should give them the peace of mind of knowing they have the correct structures and processes in place as well as additional support for their due diligence."
Seminars will be held in Manchester on 25 September, Bath on 26 September and London on 27 September.
Contact Ascentric on This email address is being protected from spambots. You need JavaScript enabled to view it. for more information.
The seminars are aimed at those advisers who are thinking of reviewing or implementing investment processes and advice propositions at their firm.
Firms involved include Henderson who will speak on multi-managers, Vestra on full discretionary fund management (DFM), 7IM on model-based DFMs and Defaqto on investment considerations against a market and regulatory backdrop.
The Financial Services Authority will also be in attendance to answer questions in a debate session.
Ascentric decided to hold the workshops after a survey by the firm showed that 61 per cent of advisers saw the development of a client proposition as the most problematic part of RDR.
Sean Hawkins, Ascentric's marketing manager, said: "Our CIP seminars have been designed to help identify the different CIP options available, giving advisers the opportunity to review these solutions and determine whether they fit with the needs of their clients.
"Even if an adviser has already agreed the investment process within their own firm, these seminars should give them the peace of mind of knowing they have the correct structures and processes in place as well as additional support for their due diligence."
Seminars will be held in Manchester on 25 September, Bath on 26 September and London on 27 September.
Contact Ascentric on This email address is being protected from spambots. You need JavaScript enabled to view it. for more information.
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