Is your DFM due diligence “soft” enough?

Is your DFM due diligence “soft” enough?

Discretionary fund manager research and due diligence has been an area of persistent concern for the FCA.

This article highlights the six key areas that ought to be considered when advisers are looking to partner with DFMs: target clients, governance, culture, complaints history, operating model and people.

The full article was published in MoneyMarketing on 2nd May 2019

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