Round Up Spring 2019

services

Why should you use threesixty research?

Key contacts Main switchboard 03707 360360 (or 0161 488 3370) Client account team info@threesixtyservices.co.uk To support you with any general support queries, including, but not limited to: - Website support - Agency queries - General questions regarding your contract and services Compliance support compliance@threesixtyservices.co.uk Technical support technical@threesixtyservices.co.uk Research support research@threesixtyservices.co.uk Events team events@threesixtyservices.co.uk If all else fails… Contact our Managing Director, Russell Facer russell.facer@threesixtyservices.co.uk threesixty’s research support service provides a fully independent, central and easy to use source of information and comparison. It can save you time, provide a layer of governance and an independent view. While research has always been part of suitability, new IDD and MiFID II product governance rules have made centralisation all the more valuable. Our research is unbiased, and addresses the primary questions asked by advisers across the industry. threesixty’s compliance and market knowledge, in addition to the relationships we have with industry peers, helps us to identify the most current, and high priority considerations.

Research tools include: Product tables An overview of the market, showing how products compare on financial strength, service, charges and features. Fund list Including over 350 funds covering all sectors and strategies, selected using quantitative and qualitative factors. Multi-Asset funds Comparisons and due diligence to help investment committees identify the best fit for their centralised investment proposition. SIPP due diligence Without the backing of a life office, due diligence on trust based SIPPs is essential. Platform research From industry specialists, the Langcat. threesixty investment solutions To help you operate your business more profitably and reduce the inherent risk of investment advice, including a client risk profiler, mapped solutions, model portfolios and resources. Research helpdesk support threesixty’s research team can be contacted by calling the main office number 03707 360360 or by emailing research@threesixtyservices. co.uk. Alongside our own research, we provide guidance and views to help you identify other valuable resources, tools, ratings and specialists. If you’re new to ethical investing, investment trusts, alternatives, high risk life cover – we’ll point you in the right direction. Whether you adopt your own approach or use third parties, we can provide an independent view to help with the design or review of your proposition. Our research is flexible and broad enough to support different views and propositions, whether led by investment committee or adviser, or starting from a platform, product or investment solution focus.

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