MasterClass: Your Advisory Proposition 

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Our next Masterclass event is a smaller, more intimate workshop, focused on developing your advisory proposition.

The focus is on your investment model, how you design it, the factors you should consider, and how you offer it to clients.

The event is being held at the offices of Santander Asset Management, at 10 Brock Street, Regents Place, London NW1 3FG.  It starts at 10.00am and finishes no later than 3.30pm.  Lunch will be provided.

This event will provide the following kinds of learning outcome:
  • Understand the importance of Asset Class Strategy.
  • Understand the different elements of cost and what affects pricing of multi-asset solutions
  • Understand how Santander Atlas Portfolios compares with other multi-asset propositions
  • Practical applications of these solutions such as Sunset Clause.
For each individual wishing to attend, please complete the following webform, and click SEND.  Bookings will only be accepted using this form.
 
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Kevin Moss, 06/03/2015