BMO Adviser Edge: What’s in a CIP?

Presented by

Graham Finlay, Strategic and Technical Sales

About this talk

Since the introduction of the Retail Distribution Review, we have seen an explosion in the use of Centralised Investment Propositions (CIPs). In fact, research indicates that 90% of advice firms now have a CIP and of those that do, around 80% of all new assets will be placed within it. However, with PROD regulations coming quietly into force with MIFID II, advice firms may need to re-think their approach to key elements of their proposition to ensure they are continuing to deliver consistent client outcomes. Graham shares practical ideas and suggestions on the design and delivery of the CIP, with PROD regulations in mind.

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