Rethinking your centralised investment proposition?

Is your centralised investment proposition (CIP) still suitable for the needs of your clients and business?

Regulatory pressure, market dynamics and operational scalability make now the ideal time to reassess whether your CIP still consistently and compliantly delivers the right outcomes to clients while maximising your productivity.

Our latest paper explores key considerations you should be thinking about when assessing your CIP and the options for implementing a revised approach.

We also highlight how SEI helps advisers strengthen their value proposition, optimise commercial strategies, and manage business risks across the evolving landscape.

Important Information 

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