We show you, using our unique RDR Strategy Workbook, how you can go through the processes of identifying the 12 key areas of the RDR, ensure that you have covered each area adequately, and provide ideas for alternative approaches.

Our workbook covers;

• Business Vision and Mission Statement
• So What Are Your Core Values?
• What is Your Core Purpose? A Future Perspective
• What are your Visionary Goals?
• Business Plan
• How to Start A Business Plan
• Your Costs
• Simple Business Plan or Sales Plan Tools
• Industry analysis - mistakes to avoid
• Client Segmentation
• Target Market
• Your Service Description - mistakes to avoid
• Prposition Matrix
• Raising Capital
• Operational Plan
• Financial Crime
• Financial Crime Systems & Controls
• Anti-Money Laundering
• Counter Terrorist Financing
• Fighting Fraud
• Data Security
• Combatting Bribery & Corruption
• Financial Sanctions
• Remuneration
• Defining your service
• Structuring your price
• Working out your costs
• Technology
• Investment Process
• Data Categorisation
• Focus on Risk & Return
• Investor Summary Document
• Creating a Portfolio
• Top Down Approach
• Asset & Sub-Asset Allocation
• Active or Passive
• Manager Selection
• Growing
• Compliance (including our compliance risk assessment methodology)
• Risk
• Data Collection
• Inherent Risk Analysis
• Residual Risk Analysis
• Overall Risk Analysis
• TCF
• Processes
• Management Information
• Governance
• Management Team
• Board of Directors
• Board of Advisors
• Consultants
• Management Team - Mistakes to avoid
• Policies
• Committees
• Appointed Representatives – The Firm’s Responsibilities
• Exit Strategy – End Game Planning

We offer bespoke changes individual to your needs and can conduct sessions anywhere you need, in-office, off-site or in a location of your choosing. We offer a competitive pricing structure and a day packed full of areas that you need to discuss, document and record your decisions.

Call 0800 689 9 689 today