Learning about structured porfolios will help with client conversations.
Adviser responds to FCA review by stating that majority of structured products have very clear outcomes.
Review could result in “further remediation work... including redress for some customers”.
Investor research suggests costs may need to be disclosed as a separate fee rather than deducted from amount.
Free site gives key information for each offering in a concise and uniform format.
Almost a third of advisers want to know which product types work in different scenarios.
Analysis & Opinion
Advertorial: Gain experience of researching and managing a portfolio of Structured Products.
Tim Rees explains how the use of call options and economic research help to achieve the income target.
Feb 03, 2015
Industry association brings in “alphanumeric risk values” to bring it up to speed with wider funds market.
Jan 15, 2015
Advisers cite defined returns, market protection barriers and known maturity dates as the three biggest advantages to structured products.
Jan 08, 2015
Four main sectors given separate code to help advisers compare products.
From Regulation| Nov 13, 2014
Reyker Group defends handling of Merchant Capital Investors.
Wraps & Platforms| Oct 22, 2014
Alliance Trust Savings reveals structured products are “something we are investigating at the moment”.
Oct 10, 2014
Low volatility fund receiving interest from managers looking for retirement income options.
Oct 06, 2014
Managing director points to improved conditions post-RDR after accounts cited overdue debts and poor trading.
Sep 22, 2014
Deal helps help reduce processing costs and removes manual processing risk.