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Paul Hogarth Autumn Partner Forums PowerPoint Presentation
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Paul Hogarth Autumn Partner Forums

Paul Hogarth Autumn Partner Forums

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Paul Hogarth Autumn Partner Forums

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  1. Paul Hogarth Autumn Partner Forums

  2. Paradigm Conference 2013

  3. Paradigm Conference 2013

  4. Our business has evolved and grown…….

  5. Our business has evolved and grown……. Current platform run-rate - £15m per week

  6. Our business has evolved and grown……. Current run-rate - £5m per week

  7. Your income has grown as well!

  8. Where we want to be in two years Assets under Administration (£’000,000) Maintaining current platform run-rate - £15m per week

  9. Where we want to be in two years Tatton Assets under Management (£’000,000) Build slightly on our current platform run-rate

  10. So how are we going to achieve these high targets? LAUNCH OF THE NEW PARADIGM PLATFORM PROPOSITION YOUR CENTRALISED INVESTMENT PROPOSITION JUST GOT BETTER!

  11. Platform Re-launch Objectives • RDR has put an absolute focus on product costs and overall service proposition so we have addressed the future price sensitivities in the Platform market • Your accrued revenue on Paradigm Nucleus wrap is subject to disturbance events so we have moved to reduce/eliminate exposure to such events • Restructured platform proposition to ease the administration burden of current OBSR/Vanguard model portfolio service

  12. Our new platform proposition Paradigm Nucleus Current 50bps New 50bps Inc. Tatton DFM Income (pre RDR assets) 9bps 6 bps (Tatton)

  13. Amber Financial Investments Limited Current 50bps inc Tatton Current 35bps

  14. PROPOSITION SUMMARY AMBER TATTON NUCLEUS AMBER NUCLEUS TATTON 50bps 35bps 35bps 50bps

  15. Tatton Equity • 40% of Tatton Capital allocated to participating firms • Equity available to both independent and restricted firms • No subscription costs • Prism shareholders automatically become Tatton shareholders – more equity available to build on value you already have • First 100 firms get allocated the equity • 60 Firms already allocated • 40 Spaces available • Simple joining process

  16. Summary of our new platform proposition • Bundling in the Tatton discretionary services makes the total client proposition at 50bps incredibly competitive • We can protect accrued income against disturbance event threat – and now on a single platform which means no change for you • Equity opportunities available and in line with FCA requirements • We’ve just made a very good model even better