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Products are dead; lifetime financial financial planning is king! Malcolm F Murray  Glen Sweet Head of Marketing    Head o...
Some of the ingredients you'll need from a wrap service
Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul>
Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul>...
Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul>...
Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul>...
Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul>...
Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul>...
Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul>...
Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul>...
Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuo...
Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuo...
Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuo...
Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuo...
Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuo...
Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuo...
Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuo...
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Transact new model adviser conference and awards presentation 090112

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Transcript of "Transact new model adviser conference and awards presentation 090112"

  1. 1. Products are dead; lifetime financial financial planning is king! Malcolm F Murray Glen Sweet Head of Marketing Head of Sales
  2. 2. Some of the ingredients you'll need from a wrap service
  3. 3. Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul>
  4. 4. Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul><ul><li>VAT flexibility </li></ul>
  5. 5. Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul><ul><li>VAT flexibility </li></ul><ul><li>A Capital Gains calculator </li></ul>
  6. 6. Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul><ul><li>VAT flexibility </li></ul><ul><li>A Capital Gains calculator </li></ul><ul><li>A wide range of model portfolio options, buy, sell and re-balance – individually or across multiple clients </li></ul>
  7. 7. Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul><ul><li>VAT flexibility </li></ul><ul><li>A Capital Gains calculator </li></ul><ul><li>A wide range of model portfolio options, buy, sell and re-balance – individually or across multiple clients </li></ul><ul><li>Lifetime cashflow modelling tool </li></ul>
  8. 8. Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul><ul><li>VAT flexibility </li></ul><ul><li>A Capital Gains calculator </li></ul><ul><li>A wide range of model portfolio options, buy, sell and re-balance – individually or across multiple clients </li></ul><ul><li>Lifetime cashflow modelling tool </li></ul><ul><li>Performance analysis/asset analysis </li></ul>
  9. 9. Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul><ul><li>VAT flexibility </li></ul><ul><li>A Capital Gains calculator </li></ul><ul><li>A wide range of model portfolio options, buy, sell and re-balance – individually or across multiple clients </li></ul><ul><li>Lifetime cashflow modelling tool </li></ul><ul><li>Performance analysis/asset analysis </li></ul><ul><li>Links in the widest sense </li></ul>
  10. 10. Some of the ingredients you'll need from a wrap service <ul><li>A full range of Customer Agreed payment options </li></ul><ul><li>VAT flexibility </li></ul><ul><li>A Capital Gains calculator </li></ul><ul><li>A wide range of model portfolio options, buy, sell and re-balance – individually or across multiple clients </li></ul><ul><li>Lifetime cashflow modelling tool </li></ul><ul><li>Performance analysis/asset analysis </li></ul><ul><li>Links in the widest sense </li></ul><ul><li>Full range of assets and tax wrappers. </li></ul>
  11. 11. Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuous change'!
  12. 12. Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuous change'! <ul><li>The ability to take an integrated, intergenerational, lifetime planning approach </li></ul>
  13. 13. Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuous change'! <ul><li>The ability to take an integrated, intergenerational, lifetime planning approach </li></ul><ul><li>Segregated accounts </li></ul>
  14. 14. Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuous change'! <ul><li>The ability to take an integrated, intergenerational, lifetime planning approach </li></ul><ul><li>Segregated accounts </li></ul><ul><li>Tax planning flexibility </li></ul>
  15. 15. Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuous change'! <ul><li>The ability to take an integrated, intergenerational, lifetime planning approach </li></ul><ul><li>Segregated accounts </li></ul><ul><li>Tax planning flexibility </li></ul><ul><li>Exemplary service standards </li></ul>
  16. 16. Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuous change'! <ul><li>The ability to take an integrated, intergenerational, lifetime planning approach </li></ul><ul><li>Segregated accounts </li></ul><ul><li>Tax planning flexibility </li></ul><ul><li>Exemplary service standards </li></ul><ul><li>An organisation that is able to react quickly to changes in the market place – when they happen; as they happen </li></ul>
  17. 17. Benjamin Franklin once said 'the only things guaranteed in life, are death and taxes'...we'd like to add to that 'continuous change'! <ul><li>The ability to take an integrated, intergenerational, lifetime planning approach </li></ul><ul><li>Segregated accounts </li></ul><ul><li>Tax planning flexibility </li></ul><ul><li>Exemplary service standards </li></ul><ul><li>An organisation that is able to react quickly to changes in the market place – when they happen; as they happen </li></ul><ul><li>Freedom to make the changes you will need to make as the market and your customers' needs change. </li></ul>
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