Financial Planners
In conjunction with you, we can offer your clients professional investment management services.
Our managed discretionary accounts are a much better product than unit trusts and managed
investment schemes because you are included in the portfolio construction process (if you wish).
In this way you get to construct better financial plans. Moreover, by recommending our
investment products you will not be worse off and probably better off in terms of revenue.
Revenue
Our investment management services offer considerable revenue building opportunities over traditional investment products like managed investment schemes and unit trusts. We only charge an investment management fee from which an attractive trailing commission is available to you. Importantly, that allows you to negotiate with your client a set of fees for the services you have provided in a way that is unconstrained by caps set by the product issuer (i.e. the investment manager).
Many of your clients have direct equity portfolios from which you are getting little or no revenue. And if you do provide any advice even if it is based on share broker research, you run the risk that you will get sued if things don't work out as expected. Just have a look at the disclaimers on the share broker research.
Our investment management services offer considerable revenue building opportunities over traditional investment products like managed investment schemes and unit trusts. We only charge an investment management fee from which an attractive trailing commission is available to you. Importantly, that allows you to negotiate with your client a set of fees for the services you have provided in a way that is unconstrained by caps set by the product issuer (i.e. the investment manager).
Many of your clients have direct equity portfolios from which you are getting little or no revenue. And if you do provide any advice even if it is based on share broker research, you run the risk that you will get sued if things don't work out as expected. Just have a look at the disclaimers on the share broker research.
