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ONLINE LIBRARY: Part I: Specific outcomes from financial products Part II: The True cost of Investing

Event Type: Online-Library
When: 04 Jul - 31 Dec 2017
Venue: Online
Location: Online
Provider: IFA
Contact:
Practitioner Member Fee: $29.00
Associate Member Fee: $29.00
Affiliate Member Fee: $29.00
Non-Member Fee: $29.00
CPD Credits: 1 Hour Structured
Description:  
IFA Webinar RECORDING: Part I: Specific outcomes from financial products Part II: The True cost of Investing

(PLEASE NOTE: WE WILL BE SENDING YOU A LINK TO THE RECORDED VIDEO. THIS IS NOT A LIVE WEBINAR)

Presenter: Guy Dobson, Director - Dynamique

The webinar starts with a high level assessment of market, product and operational
risk around the globe.

Part I : SPECIFIC OUTCOMES FROM FINANCIAL PRODUCTS TO ACHIEVE A SUSTAINABLE INCOME
BASED ON UK MARKET RESEARCH. (time allocated 30 minutes)

Covering:
- Attitudes amongst financial advisers, discretionary wealth managers and individual investors to investor imperatives namely income
- Investor trends amongst HNW and mass affluent and search for sustainable income
- Type of help and support advisers want
- Investor perspective and challenging income environment
- Advisers and income: how, why an where next?
- Cashflow modelling and evolving tool
- Not all business is good business- constraints, managing client expectations and admin
- Clients want greater flexibility and their attitude to risk
- The new realistic and sustainable yield
- Solutions for today's investor and diversification
- Multi-asset funds - cornerstone of any plan

Part II: THE TRUE COST OF INVESTING IN FUNDS (time allocated 25 minutes)
- FMA latest discussion document of fund fees and returns on managed funds
- Campaigning for greater transparency
- Portfolio turnover rate and trading costs implicit and explicit
- Investment charge or AMC only part of portfolio costs
- Fee variables - active, low cost active and tracker funds
- Periodic Disclosure Statements
- Performance fees and high water marks
- Management and administration fees

This would be a high-level presentation with suggestions for further research and reading

Venue: At your desk in front of your computer. Attending this webinar can contribute to your Code structured CPD credits. All IFA members can qualify for 1 hour structured IFA CPD credits, after completing the test at the end of the webinar.