Meeting Register Page

Client Review, Recommendations and Fund Research

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.
• Document the recommended outcome.
• Carry out a Recommendations process using the Client Review information.
• Choose new funds to switch to or rebalance.
• Compare performance between old and new funds and/or portfolio.
• Produce reports for Client Risk, Review and Recommendations, and how to tailor for your firm and client.
• How to search for funds using the Research Hub

Please choose only one meeting to attend.