Skip to Main Content
Accessibility Overview
Meeting Register Page
Meeting Registration
Topic
Client Review
Description
Using the new system, we show you how to:
• Add details of client’s full arrangements, including Provider, fund details, start and end valuations, withdrawals, and contributions.
• Add in current and target risk profile.
• Complete the risk questionnaire as part of the review process.
• Capture client objectives.
• Show the effect of adviser and platform charges.
• Carry out fund analysis to show where the portfolio invests.
• Produce reports for Client Risk and Review and how to tailor for your firm and client.
• How to search for funds using the Research Hub and where to locate the recommendation training videos.
This session will last approx 1hr.
Any registrations after 8.45am on the day of the session will not be actioned.
Time
Please choose only one meeting to attend.
Time shows in
London
Loading
*
Required information
Register
×
Share via Email
All fields are required
Your Information
Send to
Message preview
Hi there, You are invited to a Zoom meeting. When: Apr 17, 2023 02:30 PM London Register in advance for this meeting: https://us06web.zoom.us/meeting/register/tJIkdOqqrjgsGtHATKKZv-Kqk7LMTcQnWf0S After registering, you will receive a confirmation email containing information about joining the meeting.
×
Switch Time Zone
Time Zone:
(GMT-11:00) Midway Island, Samoa
(GMT-11:00) Pago Pago
(GMT-10:00) Hawaii
(GMT-9:00) Alaska
(GMT-9:00) Juneau
(GMT-8:00) Vancouver
(GMT-8:00) Pacific Time (US and Canada)
(GMT-8:00) Tijuana
(GMT-7:00) Edmonton
(GMT-7:00) Mountain Time (US and Canada)
(GMT-7:00) Arizona
(GMT-7:00) Mazatlan
(GMT-7:00) Yukon
(GMT-6:00) Winnipeg
(GMT-6:00) Saskatchewan
(GMT-6:00) Central Time (US and Canada)
(GMT-6:00) Mexico City
(GMT-6:00) Guatemala
(GMT-6:00) El Salvador
(GMT-6:00) Managua
(GMT-6:00) Costa Rica
(GMT-6:00) Tegucigalpa
(GMT-6:00) Chihuahua
(GMT-6:00) Monterrey
(GMT-5:00) Montreal
(GMT-5:00) Eastern Time (US and Canada)
(GMT-5:00) Indiana (East)
(GMT-5:00) Panama
(GMT-5:00) Bogota
(GMT-5:00) Lima
(GMT-5:00) Acre
(GMT-4:00) Halifax
(GMT-4:00) Puerto Rico
(GMT-4:00) Caracas
(GMT-4:00) Atlantic Time (Canada)
(GMT-4:00) La Paz
(GMT-4:00) Guyana
(GMT-3:30) Newfoundland and Labrador
(GMT-3:00) Santiago
(GMT-3:00) Montevideo
(GMT-3:00) Recife
(GMT-3:00) Buenos Aires, Georgetown
(GMT-3:00) Greenland
(GMT-3:00) Sao Paulo
(GMT-2:00) Fernando de Noronha
(GMT-1:00) Azores
(GMT-1:00) Cape Verde Islands
(GMT+0:00) Universal Time UTC
(GMT+0:00) Greenwich Mean Time
(GMT+0:00) Reykjavik
(GMT+0:00) Dublin
(GMT+0:00) London
(GMT+0:00) Lisbon
(GMT+0:00) Nouakchott
(GMT+1:00) Belgrade, Bratislava, Ljubljana
(GMT+1:00) Sarajevo, Skopje, Zagreb
(GMT+1:00) Casablanca
(GMT+1:00) Oslo
(GMT+1:00) Copenhagen
(GMT+1:00) Brussels
(GMT+1:00) Amsterdam, Berlin, Rome, Stockholm, Vienna
(GMT+1:00) Amsterdam
(GMT+1:00) Rome
(GMT+1:00) Stockholm
(GMT+1:00) Vienna
(GMT+1:00) Luxembourg
(GMT+1:00) Paris
(GMT+1:00) Zurich
(GMT+1:00) Madrid
(GMT+1:00) West Central Africa
(GMT+1:00) Algiers
(GMT+1:00) Tunis
(GMT+1:00) Warsaw
(GMT+1:00) Prague Bratislava
(GMT+1:00) Budapest
(GMT+2:00) Helsinki
(GMT+2:00) Harare, Pretoria
(GMT+2:00) Sofia
(GMT+2:00) Athens
(GMT+2:00) Bucharest
(GMT+2:00) Nicosia
(GMT+2:00) Beirut
(GMT+2:00) Jerusalem
(GMT+2:00) Tripoli
(GMT+2:00) Cairo
(GMT+2:00) Johannesburg
(GMT+2:00) Khartoum
(GMT+2:00) Kyiv
(GMT+2:00) Chisinau
(GMT+3:00) Nairobi
(GMT+3:00) Istanbul
(GMT+3:00) Damascus
(GMT+3:00) Amman
(GMT+3:00) Moscow
(GMT+3:00) Baghdad
(GMT+3:00) Kuwait
(GMT+3:00) Riyadh
(GMT+3:00) Bahrain
(GMT+3:00) Qatar
(GMT+3:00) Aden
(GMT+3:00) Djibouti
(GMT+3:00) Mogadishu
(GMT+3:00) Minsk
(GMT+3:30) Tehran
(GMT+4:00) Dubai
(GMT+4:00) Muscat
(GMT+4:00) Baku, Tbilisi, Yerevan
(GMT+4:30) Kabul
(GMT+5:00) Yekaterinburg
(GMT+5:00) Islamabad, Karachi, Tashkent
(GMT+5:30) India
(GMT+5:30) Mumbai, Kolkata, New Delhi
(GMT+5:30) Colombo
(GMT+5:45) Kathmandu
(GMT+6:00) Almaty
(GMT+6:00) Dacca
(GMT+6:00) Astana, Dhaka
(GMT+6:30) Rangoon
(GMT+7:00) Novosibirsk
(GMT+7:00) Krasnoyarsk
(GMT+7:00) Bangkok
(GMT+7:00) Vietnam
(GMT+7:00) Jakarta
(GMT+8:00) Irkutsk, Ulaanbaatar
(GMT+8:00) Beijing, Shanghai
(GMT+8:00) Hong Kong SAR
(GMT+8:00) Taipei
(GMT+8:00) Kuala Lumpur
(GMT+8:00) Singapore
(GMT+8:00) Perth
(GMT+9:00) Yakutsk
(GMT+9:00) Seoul
(GMT+9:00) Osaka, Sapporo, Tokyo
(GMT+9:30) Darwin
(GMT+10:00) Vladivostok
(GMT+10:00) Guam, Port Moresby
(GMT+10:00) Brisbane
(GMT+10:30) Adelaide
(GMT+11:00) Canberra, Melbourne, Sydney
(GMT+11:00) Hobart
(GMT+11:00) Magadan
(GMT+11:00) Solomon Islands
(GMT+11:00) New Caledonia
(GMT+11:00) Lord Howe IsIand
(GMT+12:00) Kamchatka
(GMT+12:00) Fiji Islands, Marshall Islands
(GMT+13:00) Auckland, Wellington
(GMT+13:00) Independent State of Samoa
×
×
Upcoming Meetings
Would you like to start this meeting?
Would you like to start one of these meetings?
View more...