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 Grant Callaghan, Paul Taylor and Tom Richmond of Apricity.
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.
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.
Tom is our Technical Consultant and brings a wealth of compliance experience from previous roles and is passionate about identifying new and emerging regulatory trends, so you don’t have to!
When? 5th July 2019, 10 – 10:30am
Where? Online, so everyone can play!