IFA Guides

Developing and managing a Centralised Investment Proposition


A guide to MiFID II and how it impacts financial advice businesses


A guide to the Product Intervention and Product Governance Sourcebook


Seven proven ways to successfully grow your financial advice business


Understand the adviser’s roles, responsibilities and suitability obligations


A guide to help keep your clients safe from investment scams


Webinars & Events

WEBINAR | The MPS Update: Q2 2023

Tuesday 25th July 2023 from 10am

You’ll hear from the CleverMPS portfolio managers, Nathan Sweeney and Raj Manon, as well as Clever’s Head of ESG, Anthony Walters. They’ll cover:

  • Portfolio performance
  • Fund attribution and themes
  • Quarterly market review and outlook
  • UN SDG alignment

The session will round off with a live Q&A session.

Clever Insights