IS YOUR CENTRALISED INVESTMENT PROPOSITION HOLDING YOU BACK?

Discover the 8 warning signs that could be restricting your advice business 

Many adviser firms are beginning to recognise the warning signs that their CIP might be
holding them back - are you?  Here are a few questions to consider:

• Do you feel your CIP is a 'black box' you can’t fully explain?
• Are you struggling to justify ongoing charges to clients?
• Is your CIP too rigid, unable to adapt to changing markets?

If any of these questions resonate, it might be time for a fresh perspective. 

Register below to hear from Mark Keogh, Head of Asset Management and Gareth Deacon,
Head of Multi-Asset at one of two upcoming webinar dates to explore how a more dynamic
approach could better serve both your business and your clients.

What you will learn:

• Hear directly from our expert investment team, who will explore "Is it the right time
  for active investing?" – building on our highly acclaimed Active vs Passive insights.
• Why many firms find their CIP is outdated or misaligned with their values.
• How to assess if your CIP truly serves your firm and your clients.
• What a modern, adaptable investment solution looks like.

These events are designed for financial advisers who are using multi-asset funds, managing
an in-house CIP, need support to formalise their Investment process/partner selection or
are dissatisfied with their current MPS provider.

The session will be eligible for 1 hour of structured CPD should you consider this relevant
to your professional development needs.

We look forward to welcoming you.