Business model seminars by Millfield

Coverd during the meetings are: opportunities from depolaristation, effects of depolarisation on adviser businesses and their clients, changes to sales processes under the new regulations, changes to documentation - including initial disclosure documents and the menu how multi-tie can add value to adviser businesses, other information on the choices facing advisers. Millfield itself has opted for a “dual authorisation” structure, with its advisers practicing either as whole of market or multi-tie - one of the options that will be discussed in the meetings. Interested adviser...