MICAP’s Panel Support Services can help advice and wealth management firms define and implement a recommended or centrally researched list of tax-advantaged investments (panel) for their advisers.
Our well-defined and fully auditable process can have many significant benefits for your advisers and your firm, such as:
|REDUCE RISK||Reduce advice risk by implementing robust research and best-practice procedures|
|BE COMPLIANT||Help safeguard your firm and meet your regulatory requirements with a clear audit trail|
|SAVE TIME||In-source our industry experts to provide insight and comprehensive data on the managers and their investments, freeing up your key personnel|
|STAY UP-TO-DATE||Maintain a current panel that is based on a thorough and ongoing assessment of all investments in the market against your specific criteria|
|COMMUNICATE CLEARLY||At the click of a button your panel can be quickly and easily accessed by all members of your network or firm, so you know that your advisers are always informed, wherever they are.|
MICAP can offer a number of Panel Support Service solutions, bespoke to your firm’s needs. For more information on our Panel Support Services please contact us at firstname.lastname@example.org.