To view a recording of the March 10th seminar Click Here.
View a copy of the Financial Services Authority (FSA) Guidance Consultation paper Assessing Suitability: Establishing the risk a customer is willing and able to take and making a suitable investment selection.
Go to http://www.riskprofiling.com/march10 to complete your own FinaMetrica risk profile.
Download a copy of the FinaMetrica Presentation.
View FinaMetrica’s response to the Financial Services Authority Guidance Consultation paper.
Download a copy of our Investment Policy Statement with FinaMetrica Risk Profiling.
Download a copy of the PlanPlus presentation.
Download a copy of the Arius Software presentation.