Just trying to find out general process people have for dealing with the above type of investments. We don't really have a formal process in place and I am trying to create one so that we can encourage advisers to do more in this area in view of increasing popular demand.
There seem to be a variety of data capture forms and online tools available and wondered what everyone was finding to be most useful.
Also, how do you go about identifying funds available with individual providers as the few I've looked at don't split them up in this way or know much about them. Would you try to identify certain funds first then look to see if they hold them (feel like this would be quite time consuming)?