10 Jul 2019
In this webinar, Roger Perry will cover:
- how financial advisers can use multi-asset funds for growth
- how to use multi-asset funds to generate a natural income
- how to use multi-asset funds as a part of your CIP
- how financial advisers can evidence multi-asset recommendations by using Defaqto Engage
This webinar is suitable for financial advisers and paraplanners alike.
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