Growing product knowledge

The level of knowledge of structured investments and derivatives within the financial community and amongst private clients is growing but there is still much work to do. Further education can empower key stakeholders including advisers, investors, investment professioals and functional support teams to contribute to the growth of the industry.

Structured Investment Solutions have extensive experience of educating financial institutional, intermediary and private clients. Gained in investment banking, private banking, insurance and asset management. Delivered as one-to-one sessions, group seminars and at industry conferences. Covering structured investments and derivatives. Enabling clients to protect and grow their wealth and manage their risk.

Giving advisers and clients the knowledge to choose the appropriate solutions. Equipping nabling clients to invest more, risk and operational functions to better support products and sales people to increase revenues.

Structured Investment Solutions can assist with:

  • Training key stakeholders to understand structured solutions, the features, benefits, risks and client needs
  • Educating sales people on features, benefits and risks of structured investments
  • Briefing senior management on industry trends
  • Assisting with client seminars and master classes