To celebrate the launch of our brand new DNA service, we are running three webinars over three months, designed to discuss the core processes that your firm should have in place: Product Governance (PROD), Centralised Investment Proposition (CIP) and Platform Due Diligence (PDD). Each one will run for 45 minutes, and give you the opportunity to ask any questions you may have.

In this webinar, we will look at Platform Due Diligence and ensure that you are using the most appropriate platforms for your needs as well as your clients. Every client and business has slightly different requirements and goals and it’s vital to make sure that you are using the best tools you can to achieve them.

Who’s hosting?

This event will be hosted by Apricity Compliance’s Christian Markwick and The Verve Group’s Alasdair Wilson.

Christian is Apricity’s Head of Adviser Support. Having been an adviser, T&C Manager & SM16/17 for many years, he is very well placed to understand what makes firms tick, what many are trying to achieve and how to assist them in getting there.

Alasdair joined us through The Grad Scheme and with his academic background, he flourished in his role as a paraplanner. Since then he has found a passion for the investment side of finance, which has shifted his role into the creation and development of new services across the wider group, such as the DNA service.