ValidPath Investment Proposition
At ValidPath one of our consistent aims has been to supply robust, ready-to-go solutions to hard-pressed financial planners.
When it came to assessing the need for an in-house investment advice solution, we took our time over the matter. In fact, including running several workshops during 2009, it took us 18 months to arrive at a coherent, fully back-tested, customisable proposition which our Members can deploy with ease and a high degree of confidence.
The VIP contains the following key ingredients:
- Investment Advice Process - user/adviser guide
- Investment Philosophy document - for use with the client
- Finametrica linkage for robust, wholly independent risk-profiling, plus customised documentation linking directly to eleven risk-graded portfolios
- Eleven risk-graded, back-tested portfolios currently all held on a selected Wrap/Platform - but fully portable
- Average portfolio TER - 1.3% allowing for annual adviser remuneration of 0.75%
- Automatic six-monthly rebalancing in line with investment model
- Point-and-click, web-based application process which generates all disclosure documentation
- Compliant suitability report
- Coming soon - supporting background data for use with clients
A ValidPath Distinctive
Unlike a majority of our competitors, we can categorically guarantee that there are no financial incentives linked to our choice of product or service providers which might undermine the integrity and independence of this proposition. The sole aim of the VIP is to free IFAs and financial planners up to spend more time with clients, and get paid adequately for that function.
At ValidPath, we're quite different from the pack, and we know what works. If you'd like to register an interest, please click here.
|
