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Thoughts and suggestions from professional advisers, for fellow professional advisers
The way that the UK retail structured products sector has materially changed, positively advanced and operates today, the significant and important USPs of structured products, the impressive performance of matured structured products, and the level of working knowledge of professional advisers who are using structured products with their clients and the calibre of advice being given, is not well publicised or aired.
There are many highly respected professional adviser / financial planning firms using structured products successfully with their clients. We’ve asked some of these advisers / planners – and also some respected industry commentators – to be a little more vocal about their views of the merits of structured products and their experience using structured products with their clients, to help encourage colleagues and other professional advisers / planners to take a look at the white paper and to objectively consider structured products, when it is suitable and appropriate to do so.
We’d like to thank all of the contributors for their inputs.
| Thoughts and suggestions from professional advisers |
Thoughts & suggestions from: XYZ Firm
| Thoughts and suggestions from respected industry commentators |
Thoughts & suggestions from: XYZ Firm
A small thank you …
As a small thank you to all professional advisers who are kind enough to provide their thoughts and suggestions about the white paper and structured products for fellow professional advisers, and who may also be willing to discuss their views and experience using structured products, we will enter all professional advisers providing input into a draw for a £500 prize (or we will make a donation to a charity of the winner’s choosing, if preferred).
Terms of the draw
The draw will take into account all professional adviser thoughts and suggestions inputs, and any contact that is had with fellow professional advisers, up until 31 March 2023.
Entries into the draw will be made on the following basis:
- Providing a thoughts and suggestions by professional adviser for fellow professional adviser input: 1x draw entry
- Providing individual and company name details visibly / openly: 1x additional draw entry
- Being prepared to communicate / speak with fellow professional advisers: 2x additional draw entries
- Communicating / speaking with fellow professional advisers: 3x additional draw entries (per fellow professional adviser communicated / spoken with)
Quick links
WHITE PAPER: DIGITAL VERSION
Please click here to access the digital version of the white paper.
WHITE PAPER: PDF VERSION
Please click here to access the PDF version of the white paper.
WHITE PAPER: HARD COPIES
If you would like a hard copy of the white paper, please call us on 020 7391 4551 or email info@tempo-sp.com.
MONEYFACTS Q&A
Please click here to see the Moneyfacts Q&A between Chris Taylor and Anthony Villis, MD of First Wealth, chartered financial planning firm of the year 2022, discussing the white paper.
REGISTER FOR VIDEO WEBINARS
Please click here to register for your place at one of the CPD-accredited, live video webinars that we are running, presenting the core points of our white paper.
ONLINE TEST
Please click here to test your knowledge of the white paper – required for CPD purposes.
TALK TO US
If you would like to discuss our white paper or any aspect of structured products and everything that we are doing differently to ‘redefine structured products’, please call us on 020 7391 4551 or email info@tempo-sp.com.