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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

This session will last approx 1hr.

Any registrations after 8.45am on the day of the session will not be actioned.

Please choose only one meeting to attend.