A centralised investment proposition is all about the journey not the destination, writes Karl Dines. The trick, he says, is to get it documented in a logical, sharp and concise document that reflects your way of working...
We create CIPs and we often hear that firms don't know where to start, there are too many moving parts and they don't understand how to bring it all together. However, we have the advantage of this being our day job, being uncomfortably close to the SimplyBiz compliance team and being constantly at the forefront of CIP development! This is the last of a series of articles on creating CIPs. Previously, I described the use of PROD, managing risk effectively and documenting your use of platforms and products. This is the one where we will show you how to pull it all together and it is split...
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