IFA Guides

Developing and managing a Centralised Investment Proposition

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A guide to MiFID II and how it impacts financial advice businesses

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A guide to the Product Intervention and Product Governance Sourcebook

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Seven proven ways to successfully grow your financial advice business

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Understand the adviser’s roles, responsibilities and suitability obligations

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A guide to help keep your clients safe from investment scams

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Webinars

The MPS Update: Q3 2022

In the first quarterly update for the new and improved CleverMPS, you will hear from the portfolio managers, Nathan Sweeney and Raj Manon, and our Head of ESG, Anthony Walters. They’ll discuss:

  • Q3 portfolio performance
  • Fund attribution and themes
  • MPS alignment to the UN Sustainable Development Goals
  • Notable Q3 market activity, impacts, and outlook

The session will include a live Q&A.

Clever Insights