About this webinar

During the webinar, our speakers will be be taking you through:

• The power of simplification: Understand why unnecessary complexity can be detrimental to both your clients and your business. Learn how simplifying your approach can lead to better outcomes.
• Strategies to safeguard clients: Identify and eradicate investment activities and products that could compromise your clients' financial well-being. Discover best practices to ensure your clients' outcomes are protected.
• Crafting an effective Central Investment Proposition: Explore the essential components of a successful CIP that fulfills your Consumer Duty obligations.
• Learn how a well-designed CIP can strengthen your client relationships and boost your business.

Speakers

Simon Evan-Cook

Fund Manager, Downing

Mark Dunn

Partner and Head of Retail Sales, Downing

Important notice

• This webinar has been prepared for financial advisers, authorised and regulated by the Financial Conduct Authority and has not been approved for any other purpose.
• Any opinions expressed are subject to change and do not constitute investment advice. Downing does not offer investment or tax advice or make recommendations regarding investments.
• This webinar has been approved and issued as a financial promotion under section 21 of the Financial Services and Markets Act 2000 by Downing.
• Capital at risk. The value of the funds and the income from them may go down well as well as up, so you may not get back the amount you invested. Past performance is not a reliable indicator of future performance.
• This webinar does not provide you with all the facts that you would need to make an informed decision about investing in the funds. Whilst care has been taken in compiling the content, no representation or warranty, express or implied, is made by Downing as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.​