Engagement across the business is imperative if the front line teams in sales and marketing are to be successful in achieving distribution targets desired by the entire business. Here are some key functions that must play a critical part in the development of a new and successful distribution apparatus :

• Investment management
  • Engagement with asset management team
  • Define investment processes
  • Presentation of processes – various forms

• Product development
  • Market research
  • Administration
  • Management

• Financial modelling
  • Pricing models
  • Fees, commissions
  • Costs
  • Revenues

• Management administration
  • Client service
  • Dealing & trading
  • Legal & compliance
  • Risk