Whether you are running a centralised investment proposition (CIP), building your own portfolios or outsourcing to a provider such as Copia, the regulatory requirements are clear.
The challenge is not only to ensure compliance, but to also ensure your CIP doesn’t become unmanageable. A pragmatic and proportionate approach to implementation is required, and we want to help.
Register now for an introductory guide clarifying the requirements, the steps you need to take to meet them and an outline of the tools we’ll be launching over the coming months.
Over the coming months we will email you each element of the Toolkit as it becomes available, along with invitations to a series of webinars to discuss implementation and answer your questions.
