Helping you prove the reasons behind your investment decisions.
As the regulator focusses more on the strategic research a firm produces, this is the best time to put an elegant research pack into place.
We believe, however, these documents do not just have to be something to keep a regulator happy, or a way of increasing business.
Instead they secure the future of your business and prove your commitment to your clients. Maybe they could even be used to prove your processes to your PI insurer.
Timebank Research will help you prove how the decisions you take have been carefully structured, efficiently implemented and most importantly robustly challenged.
The research 'ecosystem' is quite complicated, but The Timebank can take care of all of it for you:
This will look at the company providing a product.
Our due diligence service will provide a report that details important business information, such as staffing, accounts, disaster recovery plans and likely conflicts of interest.
This is available to everyone, so even if you are not yet a Timebank client, you can order these documents now through our store.
CLICK HERE TO BUY DUE DILIGENCE REPORTS
This will look at the characteristics of a product.
Our PROD services will provide a report that demonstrates how the characteristics of a product make it appropriate for a certain segment of your clients.
CLICK HERE TO BY PROD REPORTS
This will compare the functionality of a range of competing products.
Our comparative research service will provide a report that will help you identify a shortlist of products appropriate for a segment of clients.
This is a service available to retained Timebank Clients.
This will bring the research together in respect of all your client segments.
CIPs and CRPs are not the outcomes, like the funds or the platforms that you use. They are instead a document showing the processes you have gone through to identify those outcomes.
Our CIP and CRP service will compare the functionality of a range of competing products across all segments of clients and map these to your advice processes.
This is a service available to retained Timebank Clients