Gustavo_Fring

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I would encourage use of a coil style binding strip, rather than the solid spine style. We found that with the solid spine style, it was difficult to turn the pages and actually read the report. the 'coil' style worked a lot better.

in Binding equipment Comment by Gustavo_Fring August 2017
I just realised I haven't replied to this - very rude! Thanks both for your replies. We have shortened our letters somewhat now. The sections are essentially: Background/Objectives/Changes to circumstances Attitude to Risk Investment buy/sell tables…

in Review/Rebalance Process Comment by Gustavo_Fring August 2017
We have an internal investment team who make investment decisions for us. They dedicate their whole day to researching funds and maintaining our model portfolios, which leaves us to focus on the financial planning side of things.

in Paraplanner Involvement in Investment Decisions Comment by Gustavo_Fring May 2017
in Do you manage a paraplanning team? Comment by Gustavo_Fring April 2017
Yes, I would be interested.

in Do you manage a paraplanning team? Comment by Gustavo_Fring April 2017