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A suggested seven-step guide to DFM due diligence

Investment guide for Financial Advisers and Paraplanners

24 Jul 2017

A suggested seven-step guide to DFM due diligence

 

With advisers increasingly outsourcing their investments to DFMs, this is an area increasingly under the regulators’ spotlight. Our seven-step guide to DFM due diligence, now in its 7th edition, and its accompanying customisable spreadsheet enable you to: 

     •  Create a shortlist of DFMs from Defaqto’s Matrix database

     •  Add your own filters to produce a tailored shortlist 

     •  Access key independent data to assist with your analysis

     •  Demonstrate a consistent and repeatable approach to DFM due diligence 

     •  Demonstrate client suitability

Read more 

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