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Adviser Education

Please see below some of our recent adviser education resources:

Portfolio Optimiser Webinar - Understanding the Report

Portfolio Optimiser Webinar - Understanding the Report

In this webinar, we explore how to use Portfolio Optimiser to generate a report, and what analysis is generated.

Portfolio Optimiser Webinar - Advancing your Client Proposition

Portfolio Optimiser Webinar - Advancing your Client Proposition

This webinar looks at how Portfolio Optimiser can equip users with the information needed to recommend structured products alongside other types of investment.

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Representing the collective interests of leading structured product manufacturers in the UK

The UK Structured Products Association ('UKSPA') is a membership organisation established by the leading manufacturers of structured products in the UK. UKSPA provides a unified voice for its members, working with regulators, financial advisers and other trade bodies. It serves a number of important functions, including engaging with regulators, developing best practice guidelines, educating the investment community and providing a useful source of information for manufacturers, financial advisers and retail investors within the UK.

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