Tag: Video

  • Introduction to the SMA Standard

    Introduction to the SMA Standard

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    SMARS Admin
    in

    Get an overview of the SMARS Standard and how it brings clarity and consistency to SMA fee reporting. In this video, Nick Topham, Founder of ProductRex, explains the purpose of the standard, who it benefits, and why it’s essential for the industry.

  • Certification and Approval Process

    Certification and Approval Process

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    by

    SMARS Admin
    in

    Understanding certification is key to ensuring compliance with the SMARS Standard. In this video, Nick Topham walks through the certification and approval process, outlining the steps involved and what participants need to do to meet the requirements.

  • Deep dive into the SMA Standard

    Deep dive into the SMA Standard

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    by

    SMARS Admin
    in

    Take a closer look at the details of the SMARS Standard and how it standardises fee reporting across the industry. Nick Topham explores the key components, reporting requirements, and the impact this framework has on SMA managers, platforms, and advisers.

  • How to Participate

    How to Participate

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    by

    SMARS Admin
    in

    Interested in becoming a participant in the SMARS Standard? In this video, Nick Topham explains who should participate, the benefits of joining, and the steps involved in the process, including certification, PxCodes, and access to exclusive resources.