Will this investment toolkit keep the regulator at bay?

The Investment Process in a Tin toolkit - so called because it consists of a USB stick in a tin case - is designed to help advisers design an investment process and is exclusively available via Skandia's team of business consultants. A generic tool, advisers will be able to white label the template and create documents both to show clients and use as evidence of the investment process to the regulator. It comes in the wake of the FSA issuing its Assessing Suitability paper in March, which Skandia said has increased adviser demand for information on building a solid and well-thought ou...