IFA Guides

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