There has always been a need for product and fund research to support client recommendations, however the FSA’s Treating Customers Fairly requirements are now even more onerous for IFAs.
This, combined with the press comment indicating that smaller IFAs are not hidden from the FSA spotlight, is a cause for concern to many smaller IFAs who do not have the time and resource to dedicate to this aspect of their business.
We believe that outsourcing product and fund research can make sense for many firms and we have put together a package specifically for the smaller IFA. All our research is based on robust and auditable methodologies.
Our Product and Fund research will provide you with:
- An auditable and robust research process
- Approved product lists across all the main life and pension product areas
- An approved list of Unit Trusts / OEICs and ISAs, together with factsheets giving you detailed supporting information
- Reduced regulatory risk which can improve PI Insurance costs
All this information will be provided to you via our dedicated website, meaning you always have access to the latest information.
Interested? For more details email us at enquiries@rsmgroup.co.uk or check our website at http://www.rsmgroup.co.uk/ (site opens in a new window) and don’t forget to mention that you are a Panacea member.