BROCHURES & GUIDES

Our key collateral.

Brochures, whitepapers and guides are key collateral for both our clients and as an internal resource. They showcase the range of services and knowledge that we offer and form a coherent suite of documents which can be easily shared.

Below, you can either view the brochure, whitepaper or guide for yourself or an existing client, or easily grab the download link to share with a potential client.

Our brochures.

Our brochures are designed to showcase the range of services across Verve. They form a suite of consistent documents which offer both an overview and more in-depth explanations of each of the services we offer to our clients.

Each of the brochures is designed using the appropriate accent colours for the services for consistency with other materials. For more information on this, just click here.

Here, you can also find a series of sample documents for prospective clients.

Our services

Pricing List

Partnerships

Templates (Internal)

Direct Authorisation

Platform Migration (Internal)

Retirement planning report

Retirement planning report: the small print

Periodic suitability review (with charges)

periodic suitability review (without charges)

file review sample

PROD sample

CIP Sample

PDD Sample

CRP Sample

Our whitepapers & guides.

Our whitepapers and guides are designed with a consistent yet adaptable style to fit every theme. All whitepapers and guides by Verve should form a cohesive suite with matching cover pages and accent colours.

Each section is differentiated using accent colours. The chosen accent colour is used throughout the range of graphic elements which allows the text to be broken up with ease.

All whitepapers and guides are written from our own perspective, covering different aspects including paraplanning, compliance and training.

The dawn of positive compliance

January 2025

Retirement income: a whitepaper

April 2024

Consumer duty: the next chapter

May 2023

Consumer duty: a guide

July 2022

Direct authorisation

December 2021

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