If you are visually impaired or blind, you can visit the PDF version by Pressing CONTROL + ALT + 4
<br /> Making a<br /> difference<br /> Caroline Stuart talks about her role as<br /> head of Technical Solutions, how she<br /> thinks paraplanning will progress,<br /> and why she is hosting this year’s<br /> national Paraplanners’ Powwow<br /> PAGE<br /> 9<br /> Vulnerable clients<br /> Do you really<br /> know who they are?<br /> Preparing for MiFID II<br /> The implications and three<br /> ways to mitigate the impact<br /> Due diligence<br /> Assessing a company’s<br /> financial strength<br /> Markets<br /> The similarities<br /> between now and<br /> the 1997 Asian crisis<br /> PLUS<br /> POINTERS<br /> TIPS WHEN<br /> SUITABILITYREPORT<br /> WRITING<br /> Themagazinefor<br /> paraplanners<br /> andfinancial<br /> technicians<br /> September2017<br /> Please be aware that the value of investments may go down as well as up and capital is at risk.<br /> Issued in August 2017 by Sc<a title="Professional Paraplanner September 2017 page 1" href="http://viewer.zmags.com/publication/31062123?page=1"> Making a difference Caroline Stuart talks about h</a> <a title="Professional Paraplanner September 2017 page 2" href="http://viewer.zmags.com/publication/31062123?page=2"> Please be aware that the value of investments may</a> <a title="Professional Paraplanner September 2017 page 3" href="http://viewer.zmags.com/publication/31062123?page=3"> Built to last We focus on what matters to you, c</a> <a title="Professional Paraplanner September 2017 page 4" href="http://viewer.zmags.com/publication/31062123?page=4"> </a> <a title="Professional Paraplanner September 2017 page 5" href="http://viewer.zmags.com/publication/31062123?page=5"> </a> <a title="Professional Paraplanner September 2017 page 6" href="http://viewer.zmags.com/publication/31062123?page=6"> Comment VIEWPOINT In this issue’s viewpoint Si</a> <a title="Professional Paraplanner September 2017 page 7" href="http://viewer.zmags.com/publication/31062123?page=7"> Follow us on Twitter @profparaplanner portfolio</a> <a title="Professional Paraplanner September 2017 page 8" href="http://viewer.zmags.com/publication/31062123?page=8"> Invesco Perpetual European Equities We see value</a> <a title="Professional Paraplanner September 2017 page 9" href="http://viewer.zmags.com/publication/31062123?page=9"> </a> <a title="Professional Paraplanner September 2017 page 10" href="http://viewer.zmags.com/publication/31062123?page=10"> Paraplanner profile “The PFS wants to support it</a> <a title="Professional Paraplanner September 2017 page 11" href="http://viewer.zmags.com/publication/31062123?page=11"> Follow us on Twitter @profparaplanner Caro</a> <a title="Professional Paraplanner September 2017 page 12" href="http://viewer.zmags.com/publication/31062123?page=12"> </a> <a title="Professional Paraplanner September 2017 page 13" href="http://viewer.zmags.com/publication/31062123?page=13"> </a> <a title="Professional Paraplanner September 2017 page 14" href="http://viewer.zmags.com/publication/31062123?page=14"> Events TECHNICAL INSIGHT SEMINARS We are runni</a> <a title="Professional Paraplanner September 2017 page 15" href="http://viewer.zmags.com/publication/31062123?page=15"> </a> <a title="Professional Paraplanner September 2017 page 16" href="http://viewer.zmags.com/publication/31062123?page=16"> </a> <a title="Professional Paraplanner September 2017 page 17" href="http://viewer.zmags.com/publication/31062123?page=17"> PRIDE IN OUR SUSTAINABLE FUTURE Our 14-strong S</a> <a title="Professional Paraplanner September 2017 page 18" href="http://viewer.zmags.com/publication/31062123?page=18"> Economics LEARNING FROM THE PAST The Asian Cr</a> <a title="Professional Paraplanner September 2017 page 19" href="http://viewer.zmags.com/publication/31062123?page=19"> Follow us on Twitter @profparaplanner Where do </a> <a title="Professional Paraplanner September 2017 page 20" href="http://viewer.zmags.com/publication/31062123?page=20"> Provider profile A DAY IN THE LIFE OF… We talk to</a> <a title="Professional Paraplanner September 2017 page 21" href="http://viewer.zmags.com/publication/31062123?page=21"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner September 2017 page 22" href="http://viewer.zmags.com/publication/31062123?page=22"> Ethics VULNERABLE CLIENTS Ask who your vulnerabl</a> <a title="Professional Paraplanner September 2017 page 23" href="http://viewer.zmags.com/publication/31062123?page=23"> Follow us on Twitter @profparaplanner risk of l</a> <a title="Professional Paraplanner September 2017 page 24" href="http://viewer.zmags.com/publication/31062123?page=24"> Research FOUR PILLARS OF DFM DUE DILIGENCE In the</a> <a title="Professional Paraplanner September 2017 page 25" href="http://viewer.zmags.com/publication/31062123?page=25"> Follow us on Twitter @profparaplanner An effect</a> <a title="Professional Paraplanner September 2017 page 26" href="http://viewer.zmags.com/publication/31062123?page=26"> Regulation PREPARING FOR MIFID II David Ogden, he</a> <a title="Professional Paraplanner September 2017 page 27" href="http://viewer.zmags.com/publication/31062123?page=27"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner September 2017 page 28" href="http://viewer.zmags.com/publication/31062123?page=28"> Tax INVESTMENT BONDS Neil Jones, Market Developme</a> <a title="Professional Paraplanner September 2017 page 29" href="http://viewer.zmags.com/publication/31062123?page=29"> Follow us on Twitter @profparaplanner dividend </a> <a title="Professional Paraplanner September 2017 page 30" href="http://viewer.zmags.com/publication/31062123?page=30"> Advertorial OFFSHORE BONDS While offshore bonds m</a> <a title="Professional Paraplanner September 2017 page 31" href="http://viewer.zmags.com/publication/31062123?page=31"> Follow us on Twitter @profparaplanner About Utm</a> <a title="Professional Paraplanner September 2017 page 32" href="http://viewer.zmags.com/publication/31062123?page=32"> Due diligence ASSESSING FINANCIAL STRENGTH Matt W</a> <a title="Professional Paraplanner September 2017 page 33" href="http://viewer.zmags.com/publication/31062123?page=33"> Follow us on Twitter @profparaplanner A BALANC</a> <a title="Professional Paraplanner September 2017 page 34" href="http://viewer.zmags.com/publication/31062123?page=34"> Research BEST OF BREED FundCalibre director Dariu</a> <a title="Professional Paraplanner September 2017 page 35" href="http://viewer.zmags.com/publication/31062123?page=35"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner September 2017 page 36" href="http://viewer.zmags.com/publication/31062123?page=36"> </a> <a title="Professional Paraplanner September 2017 page 37" href="http://viewer.zmags.com/publication/31062123?page=37"> CPD CONTINUING PROFESSIONAL DEVELOPMENT VERIFI</a> <a title="Professional Paraplanner September 2017 page 38" href="http://viewer.zmags.com/publication/31062123?page=38"> Data DATA DOWNLOAD Monthly facts and figures on i</a> <a title="Professional Paraplanner September 2017 page 39" href="http://viewer.zmags.com/publication/31062123?page=39"> Follow us on Twitter @profparaplanner Data p</a> <a title="Professional Paraplanner September 2017 page 40" href="http://viewer.zmags.com/publication/31062123?page=40"> Architas Multi-Asset Active Intermediate Income F</a>