Rory Gravatt warns that if an adviser gets involved in ”influencing” how the discretionary portfolio is constructed, then they could be deemed to be a co-manufacturer alongside the discretionary fund manager.
Read article here.
Rory Gravatt warns that if an adviser gets involved in ”influencing” how the discretionary portfolio is constructed, then they could be deemed to be a co-manufacturer alongside the discretionary fund manager.
Read article here.
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