Panel Support Services – MICAP - MI Capital Research

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:

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 sales@micap.com.

The MICAP Impact Assessment process is based on the Manager’s answers to our Impact Assessment Questionnaire, which may not be verified or audited by MICAP. The resultant MICAP Impact Scores should not be taken as financial advice or a complete and comprehensive analysis of the risks of investing in the investment, which are usually set out in the Information Memorandum, Prospectus or Brochure supplied by the Investment Manager.

Alternative and unquoted investments are inherently high risk and invested capital is at risk. Tax ramifications may vary depending on the investor's personal circumstances.