The role you play in providing investment advice to your clients is vital. But this can be a complex and difficult task that requires lots of resource and knowledge. And of course it is not without its risks, both for you and your clients.
Having a robust and repeatable advice process underpinning client recommendations is key to a successful proposition. Our investment proposition aims to simplify this task and minimise the risk by enabling you to efficiently meet your clients’ investment requirements.
The following screens will help you to understand the various elements of the investment process to demonstrate the basis for your advice to your clients.
Move through the stages of the advice process by clicking on the tabs to the left to find useful, time-saving tools and support from Old Mutual International for each stage – such as client suitability, risk assessment and reviewing, and reporting tools.