Benefits of Joining

For Direct Investment Product Sponsors

• Education: Heightened investor and advisor product awareness
• Governance: Commitment to ethical standards for competing sponsors; advocacy for regulatory and legislative policy
• Networking: Influence for industry growth
• Collaboration: Unified industry sponsor practices
• Regulation: Access to key regulatory and legislative bodies

For Broker Dealers

• Education: Standardized educational tools/materials for brokers and advisors
• Governance: The promotion of quality investments that benefit clients
• Networking: Exposure to market opportunities and available products
• Collaboration: Standardized sales practices
• Regulation: Access to key regulatory and legislative bodies

For Direct Investment Service Providers

• Education: Exchange of ideas to better address industry challenges
• Governance: Association with higher standards of practice
• Networking: Business development opportunities; visibility
• Collaboration: Opportunity to influence operations, legal and regulatory affairs
• Regulation: Access to key regulatory and legislative bodies

  Benefits for Joining IPA (257.8 KiB)