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Client Review
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.
Please choose only one meeting to attend.
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