THE SERVICE

Our expertise across The Verve Group, and the range of services we’re able to offer advisers, has led us to develop a core offering, to help you build the blueprint for your business.

Product Governance (PROD) guidelines introduced by MiFID II mean that a full review and segmentation of your client bank is now a regulatory requirement; but is still rarely done and documented as it should be.Leading on from this, is an understanding of the best investment proposition for your client segments (Centralised Investment Proposition) and then, a review of the platforms or providers that can best facilitate your client needs (Platform Due Diligence).

Pulling all of these together, in a cohesive and structured way, will mean:

Simplification by segmentation.

Know your clients, understand their needs and build appropriate client segmentation rules. This will simplify, and thus de-risk your business, as well as enabling you to ensure you are working in a profitable manner.

Streamline and save time.

Provide consistency across your business, for both existing advisers and future ones. Centralise your advice proposals saving you time in the future, eliminating the need for research and analysis on a case by case basis.

Cement and implement.

Build a robust centralised file which covers all aspects of PROD, CIP & PDD, ensuring you are set for the future. Speaking of future, we’ve also got the future proofing underway in the form of annual reviews.

Let’s talk

Want to know more about our DNA service and how it can work for you?

Just pick your region below to book a chat and we’ll be happy to help.

The final document is fantastic! Very clear and infinitely better than anything I could have produced.

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Tim Walsham

Claritas Wealth Management Ltd

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