The fractional investment model opens the door to diversified investment in a broad range of directly held assets, putting choice and control into the hands of advisers and their clients whilst maintaining the highest level of compliance and due diligence. It enables retail investors to participate alongside sophisticated investors for better returns and deliver investments with ESG outcomes.
Gain insights to engage a wider client cohort in wealth and age, to seed future client base and add value to your practice. Find out how you can offer investment solutions for a wider range of people whilst controlling the choice, the process and the liquidity.
ASIC Competency: Managed Investments FASEA Category: Technical 0.33 AFPA24TC2021069
ASIC Knowledge Requirements: 0.25 Financial Planning (0.25 hour) FPA CPD AREAS: Client care and practice (0.25 hour)