Wrap & Platform Review 2007

In one-day, this conference will take you through the platform options available to your IFA or Financial Planning business. Using IFA case studies, we will explore how IFAs are choosing and using platforms and what the advantages and disadvantages of diff erent platforms really are.

We will look at the impact on costs, remuneration, client management and your business model, as well as business valuations and exit strategies. We will also address the critical issue of how wrap aff ects your independent status as an IFA and hear from the FSA regarding their position on this.


Conference Topics

  • The Realities of Using Platforms
  • Integrating platforms into advice businesses
  • Examining risks associated with platforms
  • Platforms through the eyes of the client
  • Building value and new platform models
  • Top Tips and Traps

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Target Market

For professional advisers, wealth managers and quality IFAs