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:
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