Centralised Investment Propositions for IFAs

The ValidPath Investment Proposition

Proven, cost-effective, passive

Members can choose to use ValidPath's Investment Proposition at their discretion, managed by a leading investment manager that provides a cost-effective, proven passive portfolio solution.

10 Risk-rated portfolios

Our risk-centric investment solution contains 10 risk-graded portfolios diversified across 13 asset classes.

Annual reviews

Portfolios are reviewed regularly, resulting in reduced due diligence requirements for advisers.

Automatic rebalancing

Portfolios are automatically rebalanced at no additional cost, maintaining optimal performance.

Client documentation

Client materials are clear and informative, making it easy to communicate portfolio benefits.

Seamless integration

Our solution integrates with our support tools, ensuring consistent, high-quality service for your clients.

Create you own Centralised Investment Proposition

Build you own

Create you own Centralised Investment Proposition

For firms with an established CIP or those looking to create a bespoke one, ValidPath can help you build and implement a compliant, independent CIP that aligns with your objectives.

CIP guidance

Get step-by-step support to construct your CIP, with best practice examples and guidance materials.

CIP reviews

Receive detailed written feedback on your CIP and ongoing support until your proposition is approved for clients.

Personalised

Your solution should align with your investment philosophy and business model, and what your feel is in the best interests of your clients.

Suitability

Your CIP can include strategies for different target markets, from single risk-rated funds to MPS solutions, DFM arrangements, and in-house portfolios.

Compliance support

Additional compliance support is provided for in-house portfolios where the adviser is considered a manufacturer under Consumer Duty.

Investment Solutions FAQs

How can we help?

We answer your questions about the ValidPath Investment Proposition and CIPs generally.

Does ValidPath have an Investment Proposition?

Yes. The ValidPath Investment Proposition provides a cost-effective, proven passive portfolio solution managed by a leading investment manager.

How do I get started and use the ValidPath Investment Proposition?

Join ValidPath! If you’re a ValidPath Member, you can contact the ValidPath team for more details on onboarding and integration with your advice process.

Do I have to use the ValidPath Investment Proposition?

No. Members can choose to use the ValidPath Investment Proposition at their discretion, or another investment proposition of their choosing.

Can I use my existing Centralised Investment Proposition?

Yes. Members can utilise their own centralised investment proposition if it is fit-for-purpose and adequately services their client’s needs.

Can ValidPath help me to create a Centralised Investment Proposition?

Yes. ValidPath compliance specialists can work with you to create your own Investment Proposition with guidance, templates and one-on-one sessions.

What are the benefits of a Centralised Investment Proposition?

A Centralised Investment Proposition can provide a scalable and compliant framework for your client servicing that, with appropriate client segmentation, can reduce the need for repeated independent research on every case and client, streamlining your service levels and minimising the scope of advice risk.

Interested to learn more?

Speak to ValidPath today to find out how you can access or build a CIP to benefit your business and clients.