NAVIGATE THE ISLE OF MAN
CONDUCT OF BUSINESS CODE

How will it affect you and your clients?

 

NAVIGATE THE ISLE OF MANCONDUCT OF BUSINESS CODE

 

 

 

For business owners, managers and financial advisers. Developed by Old Mutual International in collaboration with our management consultant partners, Masthead. 
Masthead
The world of international advice is changing. New regulation, especially, means you need to continually adapt your business to ensure it’s sustainable for the future. We can help you - with our award-winning* ‘Future Fit’ modular training programme, which has been specifically designed for international advisers – whether your firm is well established or just starting out. It covers a range of best practice topics, such as business and investment planning, operational efficiency and client segmentation – all of which will help you maximise your time.

Learn more about Future Fit or go directly to the Training Hub to work through the six modules broken down into bite-sized chunks.

You can also visit our Marketing Support Hub for tools to help you use social media to market your business and plan client seminars.

*Winner for Best Practice in Asset Management/Life Products/Bonds (Future Fit) at the International Investment Fund and Product Awards 2018.

 

 

Future Fit Training

Business Planning

Business Planning

Map out a plan and the steps for getting where you want to be.

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Segment clients

Segment Client Base

Shape your proposition by segmenting your client base.

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Investment Planning Process

Investment Planning

Introduce a robust and repeatable investment planning process

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Profitability analysis

Profitability

Help define your business priorities through full business analysis.

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People assessment

Invest in people

Maximise the potential of your most important asset - your people.

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Operational Efficiency

Ops Efficiency

Analyse your processes to help reduce costs and increase profits.

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