Client Journey - Ongoing Advisory Investment Management

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Added: 2014-09-10

4780

DavidChubb

Created with: MindManager

Used to explain the ongoing advisory investment service to the clients of an IFA practice

Tags: Carry out Quarterly Six-Monthly or Annual Portfolio Valuations in accordance with the Individual Client Agreement Record results of Valuations Carry out investment research in support of fulfilling client requirements Record and file research undertaken Prepare client investment reports Send reports to clients File reports Contact clients about reports Take instructions from clients Carry out instructions Confirm instructions acted upon to clients Record and file instructions and action details Arrange Annual Review Dates and Annual Risk Review

Created with: MindManager

Categories: Sales & Marketing,

Language: None