The Role of Structured Products in Portfolio Planning
Our new Portfolio Planning guide is designed to complement our full Technical Guide. It looks at structured products in context and shows how conventional portfolio construction can be complemented and improved by the expert use of various structures. Laced with compelling case studies this excellent marketing guide looks at:
- Factors in building client portfolios
- Using structured products in portfolios
- CGT planning
- SIPP investment in structured products
This guide is free to intermediaries. To order your copy, simply fill out the short form on our Adviser guides page.