CleverAdviser
Developing and managing a Centralised Investment Proposition
A guide to MiFID II and how it impacts financial advice businesses
A guide to the Product Intervention and Product Governance Sourcebook
Seven proven ways to successfully grow your financial advice business
Understand the adviser’s roles, responsibilities and suitability obligations
A guide to help keep your clients safe from investment scams
Webinars & Events
WEBINAR | The MPS Update: Q3 2023
Wednesday 29th November 2023 from 10am
You’ll hear from the CleverMPS portfolio managers, Nathan Sweeney and Raj Manon, as well as Clever’s Head of ESG, Anthony Walters and Reseacrh Direcor, George Cliff. They’ll cover:
– Portfolio performance
– Fund attribution and themes
– Quarterly market review and outlook
– UN SDG alignment
The session will round off with a live Q&A.
Clever Insights
