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Centralised Investment Propositions - What you need to consider prior to Brexit

Like an angry rain cloud promising to burst Brexit looms on the horizon. When it comes to your Centralised Investment Proposition (CIP) what are the major issues you need to consider before the storm?

If you provide investment advice to clients, whether you outsource to a DFM or run an in-house proposition, there are some fundamental considerations. First to consider is UCITS funds, or more specifically, UCITS funds NOT domiciled in the UK.

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