This webinar will touch upon the benefits and disadvantages of a Centralised Investment Proposition (CIP) for a firm. It will look at a CIPs relationship with the new Product Governance (PROD) requirements, as well as go over what you need to cover in a CIP.
We’ll also explain how to create a Centralised Investment Proposition.
The event will be hosted by Paul Taylor of Apricity and Grant Callaghan of Para-Sols.
Paul is Compliance Support Manager in Apricity. He holds 20 year’s experience in Financial Services, starting predominantly as an adviser, before crossing over into compliance.
Grant is a guest speaker from our sister company, Para-Sols. As our Technical Specialist, he has extensive knowledge of the industry and is our go-to for all things technical.
When? 5th July 2019, 10 – 10:30am
Where? Online, so everyone can play!