Chris Davies: PRODing CIP suitability

Having attended another excellent Octo Members networking virtual pub event recently (I even enjoyed a ‘virtual' alcohol-free beer too) the topic circled the old chestnut of suitability and appropriateness of centralised investment propositions (CIP) for the business and their clients. This is a subject that has stood the test of time in generating debate over issues such as value chains, fund manager egos, regulatory stance of shoehorning or retro-fitting and, of course, the old ‘can I use one platform or investment proposition across my client base?' Question. The truth of the matte...