How to form a ‘centralised investment proposition’

A 'centralised investment proposition' explores the different investment solutions available on the market with the potential to fulfil a client's goals. It is an effective solution which is future proof and flexible. While there is no FCA dictat on what a CIP should look like, it must meet two requirements: be justifiable and logical. SimplyBiz explores the anatomy of a centralised investment proposition, ranging from client segmentation and the financial instruments involved in the process. It also covers the process of building and executing a CIP.