BUSINESS SUPPORT
INSIGHT : Events / Investment Committee / SAA / Governance / Education / Training / Consultancy
OVERSIGHT : Compliance And Business Consultancy / Regular Interaction / Events / Website Hubs
Monitor and Review
What is the objective and business plan ? |
What is required to achieve the objectives ? |
What processes & tech will be utilised ? |
Evidencing research |
Executing the advice process |
Insight supports you by bring you thought leadership and educational sessions via the hundreds of events presented annually as well as training and consultancy work . Oversight is provided by the invaluable Compliance Consultancy team , through oneto-one sessions , representation at events and website material .
This support will enable you to build your strategy and processes . This isn ’ t the end , providing high levels concepts is all well and good , but we understand that there is reality and practically building this model . That is where SimplyBiz Solutions comes into play .
INSIGHT : Events / Investment Committee / SAA / Governance / Education / Training / Consultancy
OVERSIGHT : Compliance And Business Consultancy / Regular Interaction / Events / Website Hubs
Monitor and Review
What is the objective and business plan ? |
What is required to achieve the objectives ? |
What processes & tech will be utilised ? |
Evidencing research |
Executing the advice process |
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CORE Business Principles |
CIP / CRP / CD Advice Process |
CORE Technology |
CORE RESEARCH Platforms Products Investments |
CORE Reports and Client Documents |
MINIMUM FIRM INPUT |
BESPOKE Business Principles |
CIP / CRP / CD Advice Process |
BESPOKE Technology |
BESPOKE Platforms Product Investments |
BESPOKE Reports and Client Documents |
APPROPRIATE FIRM INPUT |
34 | the adviser |
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