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Better understand your proposition and how it can help you manage your business and customers.

Group 11001

EV Fund Risk Rating Service

Quickly and accurately risk rate any portfolio or fund range. We do this by applying a consistent and robust approach to determining the fund’s risk compared to the asset allocation benchmarks from any standard risk profiling questionnaire or process.

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Group 13935
Group 13930

EV Bulk Client Review

Quickly identify those at risk within your client base. Then promptly determine the appropriate action to improve the outcome for your customers whilst reducing your business risk. Helps you be where you’re needed and manage your time more effectively.

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EV Appropriateness Report

This useful report uniquely summarises the results of your chosen pathway options. It forms a robust judgement as to the appropriateness of each solution. Ensuring your funds and investment solutions remain fully compliant, avoiding the potential risk of regulatory penalties.

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Group 13762

 

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