Adviser Guides
Currently we have FREE Guides covering the following:
Multimanager Funds
We have issued a new version of our Adviser Guide to Multimanager Funds, which provides more detail on choosing funds and how they might be allocated to different client risk profiles.
The Guide considers the pros and cons of Multimanager funds, identifying the issues to consider in individual fund selection and then provides a practical solution for advisers to use in their advice process.
Using our Guided Fund Selection Process will give a robust and structured approach to your selection process and we feel will reduce risk within your business.
In addition we support the Multimanager fund choices with our own fund factsheets, which include commentary of the fund management process and our opinion on the fund and how it should be used.
The Guide is FREE to all UK Advisory firms, thanks to sponsorship by Cazenove, Jupiter, New Star & Schroders.
Registration is very simple. Please click here to create a new account or if you already have an account please login, Once you have an account you are free to download the Guide for use in your business.
Registration is very simple. Please click here to create a new account or if you already have an account please login, Once you have an account you are free to download the Guide for use in your business.
Wrap Due Diligence
To register please visit www.therightwrap.co.uk