Hear from Lukasz de Pourbaix, CIO Lonsec Investment Solutions, who will take you through an easy to follow four-step checklist to help you get ready for Separately Managed Accounts (SMAs).
Over the next four weeks you will receive a weekly video presented by Lukasz de Pourbaix who will offer a practical guide to implementing SMAs in your business.
This video series is an essential guide for any financial adviser or dealer group interested in learning about SMAs.
Learn why financial advisers are considering SMAs
Discover the right SMA structure for your business
Understand your SMA journey and what you need to know
Follow a step-by-step process to guide your client conversations
Lonsec Investment Solutions is a specialised provider of investment portfolio solutions for financial advisers, financial planning groups, and institutions. Our services allow you to leverage our experience in portfolio construction and SMAs to develop your own managed account portfolios.
Snr Business Development Manager
Mob: +61 481003292