AMP it up
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- Another long day at the office. Not even time for golf!
- I'm so fed up of having to chase my clients for consent every time we change the model - and then input the consent into the platform and push through the trades
- I'm off to the pictures to forget about it
- Genius Advisers
- Parmenion launch Advisory Models PRO!Let us deal with your client consent burden!As soon as we get their consent, we'll rebalance them to the latest version of the modelYou won't have to worry about it - but we'll give you great reports so you can see who's consented to what
- My prayers have been answered!
- Sounds great! Sign us up and give me IMM access!
- So to recap, Mr BDM, you're telling me...We can set up my firm's models on IMM, using the existing solution and risk grade structureThen I can select one for my client, alongside any DFM solutions I use
- When we make a change to a model, Parmenion will notify the clients, get their consent, and rebalance their portfolio to the latest versionAs it's a Digital proposition, clients will need online access to consent to changesI'll be able to see who's consented - and if they can't input their consent themselves, I can do it for them
- Hello Mrs Client, I recommend we move your pensions to Parmenion - we'll do an in specie transferLook at this lovely IMR, illustration and pack of KIIDs!Let's get you set up with a login - and you can download the Parmenion app if you'd like
- That all sounds good. But what about rebalancing?
- It's a 'Yes' from me
- Good point - I need to tell you that we will rebalance this solution on the 15 Jan and 15 July each year
- Some months later....
- I'd better read the KIID - good, here's the link
- An email from Parmenion? I see, my adviser firm have made a change the model.Oh, a new fund has been added
- Here's the IMR and illustration. All looks good, just need to click my consentNow my portfolio will be rebalanced to the latest version. Cushti! *
- * Only Fools and Horses reference - ask your parents
- I can see which version each portfolio is on. Looks like Mr Bloggs hasn't consented to version 7 or 8 yet.I hope he's ok - I'll give him a call and see if he needs help
- Now it's so easy to see who is on the latest version and who still needs to consent . Most of my clients have consented to our latest change already, hurray!
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