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Useful resources for paraplanners. Get quick access to guidance, tools and information for commons tasks in the one place.
Prudential: What’s the benefits to advisers and clients of risk bound fund families?
Jun 24, 2019
Find out about the benefits in the new Defaqto risk bound fund family report. It provides a regulatory update, an overview of the multi-asset fund universe and a framework for rating and selecting from both a quality and suitability point of view. more...
Prudential CPD compilation – Bond Taxation
Jun 12, 2019
Whether you're recommending an investment bond for your client, or advising them to encash one, it's important to understand how bond gains are taxed. more...