Central Investment Proposition - Creating Segments

Creating segments within the Central Investment Proposition allows you to use the on & off platforms, portfolios and fund lists added to the CIP and allocate them to a segment. You are able to set Adviser Fees against each segment and set which users are assigned the segments.

Users that will be using the CIP & Segments, will need to be assigned, otherwise the research will be Whole of Market only.

In the article below, we will be allocating products, portfolios and a fund list to a segment and set the advider fees. The user will then be assigned to ensure they are able to select the segment at the beginning of the research.

Click the next to Add New Segment


Complete details of the Segment

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