Multi-asset - Multi purpose

Presented by

Roger Perry, Head of Intermediary Sales

About this talk

In this webinar, Roger Perry will cover: - how financial advisers can use multi-asset funds for growth - how to use multi-asset funds to generate a natural income - how to use multi-asset funds as a part of your CIP - how financial advisers can evidence multi-asset recommendations by using Defaqto Engage This webinar is suitable for financial advisers and paraplanners alike.

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Defaqto is a leading financial information, ratings and fintech business, helping financial institutions, financial advisers and consumers make better informed decisions. In our webinars we cover wide range of topics, from market insights to product news.