Defaqto CPD - Taking your CIP and/or Retirement Proposition to the next level

Presented by

David Muncaster, Director of Sales and Marketing, Bordier UK

About this talk

Taking your Centralised Investment and/or Retirement Proposition to the next level Learning objectives: Understand – How to enhance/develop a centralised investment/retirement proposition (CIP/CRP). Explore – The thinking and questions that need to be answered when structuring a new CIP/CRP. Identify – How to develop your criteria for a CIP/CRP. Analyse – The different aspects of an investment partner’s offering, including service propositions, investment styles and commercial terms. Learn – How to select an investment partner or panel of partners, how to engage with the chosen firm(s), and how to implement and review a new discretionary-based CIP/CRP. Examine – The requirements for joint investment committees and the importance of having clearly defined review points following the implementation of a new CIP/CRP.

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