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Defaqto: DFM service review 2018

Investment news for Financial Advisers and Paraplanners

30 Oct 2018

Defaqto: DFM service review 2018

This document reviews the service provided by DFMs, as rated by financial advisers. While four out of the top seven aspects of service are either meeting or exceeding adviser expectations, satisfaction levels have fallen overall across the 14 aspects of service.

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