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Rethinking your CIP? Form

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.

Complete the form below to gain instant access to our latest white paper:

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This information is issued and approved by SEI Investments (Europe) Ltd ("SIEL") 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. SIEL is authorised and regulated by the Financial Conduct Authority. While considerable care has been taken to ensure the information contained within this document is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. The information in this document is for general information purposes only and does not constitute investment advice. The views and opinions expressed are those of the individual shown only and may not represent those of the SEI Group.