LV= Asset Management (LVAM), the fund management arm of mutual insurance and investment group LV=, has reached an agreement to offer the LV= Managed Portfolio fund range via Verbatim Asset Management, the investment firm launched by The SimplyBiz Group in February 2010.

LV= Managed Portfolios are global, unfettered, multi manager funds that are managed to reflect client risk profiles 4 to 7 within Dynamic Planner, the leading client risk profiling tool used by some 18,000 advisers in the UK. Verbatim is offering SimplyBiz Member Firms and Compliance First Clients use of its own risk a s s e s s m e n t tool – powered by Dynamic Planner – to better match product solutions to clients’ risk profiles completely free of charge.

Verbatim offers member firms a compliant and robust process that stretches f r o m the a s s e s s m e n t of client needs, through the determination of the right investment mix to meet those needs, and the selection of high quality products appropriate to the client’s a s s e t allocation. Clients will benefit f r o m suitable product matching, while advisers can be confident that TCF and RDR considerations will have been addressed.

About LV=
LV= is a registered trademark of Liverpool Victoria Friendly Society Limited (LVFS) and a trading style of the Liverpool Victoria group of companies. LV= offer a range of insurance products including home insurance policies, motor insurance, life insurance, pet insurance and 50 plus life cover.

Via EPR Network
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