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Defaqto webinars

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  • Suitability reports
    Suitability reports
    Graham Jack, Insight Analyst and Ben Heffer, Insight Consultant Recorded: Apr 10 2019 10 mins
    Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core.

    In this webinar, we will cover:
    • the overall guidelines for suitability letters as required by the COBS rulebook
    • Defaqto’s approach to suitability letters
    • how this is enabled in Engage Core
  • Building a multi-asset solution - how hard it can be?
    Building a multi-asset solution - how hard it can be?
    Patrick Norwood, Investment Consultant, Defaqto Recorded: Feb 27 2019 12 mins
    Join Patrick Norwood for this short webinar from our series about building multi-asset solutions.

    In this webinar, Patrick will cover:
    • introduction to the multi-asset world
    • the process for building a multi-asset solution
    • risk scheme
    • asset allocation
  • Selecting investment strategies for income
    Selecting investment strategies for income
    Paul Tinkler, Insight Consultant - Funds, DFM and Platforms Recorded: Jan 29 2019 41 mins
    Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace.

    The presentation introduces advisers to the current choices that their clients have in generating an income in retirement that have increased in relevance given the advent of pension freedoms.
    The presentation also looks at the assessment of risk for clients, and highlights how this might differ for clients in the retirement phase over those in a wealth accumulation phase of investment.

    This presentation is intended for financial advisers.
  • Defaqto Engage Core and Intelligent Office integration
    Defaqto Engage Core and Intelligent Office integration
    Roger Perry, Head of Intermediary Sales Recorded: Jan 22 2019 31 mins
    In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.

    Join us to see:
    • How easy is to launch Engage from Intelligent Office
    • How your client data gets automatically imported so you can do your risk profiling and research in Engage Core and the returned to iO
    • Where in iO you can find your automatically created your client’s risk profile and research reports

    This webinar is intended for financial advisers and paraplanners.

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