Approved Product Lists

The more clients you see the busier you become. Your business changes and you need to focus on maintaining a first class customer service. The challenge is to have enough time to ensure you have an effective, compliant and technically robust research process.

This is where we can help by:

Providing easy to understand, up-to-date and fully researched product lists;
Saving you and your paraplanners valuable time allowing more time on client meetings;
Providing a robust research methodology & audit trail ensuring you meet your regulatory requirements;
Aiding the construction of Suitability Letters & Client reports.

You are proud of the independent advice you provide to your clients – so seek independent research to support your recommendations.

Finding the right investment to suit your client’s needs can be time consuming, especially if the adviser has to sift through pages of information. Investing in the right research can save you time and give you that competitive advantage.