Information for advice professionals only.
Today, managed accounts represent a large portion of industry fund flows, but many practitioners would struggle to explain the differences between these three structures.
If you’re not clear on the strengths and weakness of each it could mean that your practice and clients are missing out.
For this webinar we’ll be joined by Brett Sanders, Chief Executive, and James Freeman, Head of Investments at Philo Capital Advisers to discuss the key considerations and misconceptions of these different structures.
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Dealing With Conflicts
BT Adviser Forum webinar – a platform market wrap
This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.
Understanding Contributions Splitting
The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.