As many of you are aware, the implementation date of KYP requirements is January 1, 2022 and we want to ensure that you are prepared.
Please find a few support items to help you along as follows;
- KYP Masterlist (please see attached).
- Includes commentary around the product philosophy, people, process, price and performance.
- KYP Fund Packages
- Includes fund profile, fund facts, characteristics sheet, performance returns, risk reward profile and sector exposure.
- Currently available for AA portfolios, Dividend Income, Global Balanced, Global Equity, Global Thematic Opportunities, Monthly High Income, Strategic Income, World Investment Class, Yield Opportunities.
- If you would like copies, please request them from us.
- KYP fillable checklist
- Our three-step process
- Our KYP presentation
Please click here if you would like to book a quick phone call or virtual meeting!
Upcoming Marketing Call Schedule!
| Attachment | Size | Type |
|---|---|---|
| KYP Advisor Checklist.PDF | 59.23 KB | application/pdf |
| KYP Three Step Process.PDF | 68.73 KB | application/pdf |