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Ensure your CIP stands the test of time

Session: 1 October 2020

The last couple of years have been dominated with the run up to Brexit. And then into 2020 along came Covid.

Centralised Investment Propositions (CIPs) are common practice now amongst most adviser firms.  According to The Lang Cat, 82% of firms operate one.  As the title suggests, how can you ensure that your CIP is future proof and will stand up to the test of time?  In line with the regulator, an adviser firm will need to ensure that their CIP is managed, reviewed and continues to meet client outcomes.  

On this webinar Cat McInally looked back at the regulatory backdrop, pressures of CIP, and consider the challenges faced.  Then, given the increasing use of ‘passive’ solutions, Michael Watt (T&IO) discussed current investment themes and our approach to multi asset investing in the passive space.

This session will help you gain a better understanding of:

  • Adviser centralised investment propositions and the challenges faced
  • The key regulatory issues impacting on the centralised investment propositions
  • The key issues impacting on the investment world
  • How evolving capital markets can be captured in multi asset investing

Presenters – Cat McInally – Business Development Manager

                        Michael Watt – Investment Consultant

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.