The independent assessment of the Governed Portfolios looks at how governance works in practice and how it responds to, and deals with, change. AKG have also looked at how the Governed Portfolios have evolved in order to continue to be able to address the requirements of advisers and customers.
In particular, the report looks at the trend towards outsourced investment solutions and Centralised Investment Propositions (CIPs) and the need for advisers to understand what they are signing themselves and their customers up for. In particular the need for advisers to be able to illustrate how and why the investment solution is suitable for each individual customer.
Our sales aid takes a look at the regulator’s expectations and guidance of a firm when designing and adopting a CIP and the requirements of its target clients. It also looks at how our Governed Portfolios can help to fulfil both you and your clients' CIP requirements.
You can download a copy of the full AKG report and our sales aid to refer to when recommending our Governed Portfolios to your clients -
Find out more about our Governed Portfolios or get in touch with your usual Royal London contact.