New for 2014 What is the customer proposition?


The overriding philosophy of MAB Wealth is to deliver client choice and safety. This is achieved through a rigorous process of:


➤ Understanding client risk ➤ Accurate risk profiling ➤ Spreading risk through diversification


This process and philosophy aims to deliver to clients:


➤ Above average growth or below average risk and volatility


➤ A core approach of multi-asset investment, aligning a client’s attitude to risk using a blend of asset classes


➤ A belief that no single asset class can spread risk well enough


Additionally, through the Intrinsic partnership, MAB Wealth advisers will have access to exclusive best of breed products, the Cirillium multi-manager portfolios.


Developed by Henderson Global Investors, each fund has achieved consistent top five performances in its fund class since its launch.


Estate and


lifestyle planning


Pensions


and investment review


Safety and


choice


Unique funds


and model portfolios


Rigorous adviser process


Our customer experience continues post-sale, and they will be able to see all their investments, pensions and equity in property in a very visual way in their personal customer login area due to launch in quarter 2.


In the same way, your customers will also be able to see exactly how well their family and themselves are protected, again in a very visual way.


Referral opportunities


MIDAS Pro will have a few Wealth-specific questions included to help you easily identify opportunities, and with a signed authority form it means even if you don’t end up arranging the mortgage, you still have an opportunity to secure a customer and income stream. If your existing clients are being handled by our regional servicing centres, then wealth opportunities will be identified when any contact calls are made.


Trade downs are an obvious opportunity, and if you have an estate agency introducer, then cash buyers that are not an opportunity for you, suddenly become one!


Then you have existing customers. With MAB Wealth, this is a great opportunity to re-establish contact with customers to see


how their circumstances may have changed, and advise them about the other services you offer, with interest only customers a great opportunity for a wealth discussion in terms of using existing and new investment plans to repay the debt.


How do I get started?


MAB will be launching an e-Learning model to support lead generation and live Webex’s will be run to update you more on the proposition and opportunities, so watch out for the MAB Online weekly updates in early March for more information.


If you have the necessary RDR qualifications and want to find out about getting authorised then please contact your regional sales director.


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