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15th November 2021

FundsNetwork: Help with your due diligence

To help facilitate your due diligence, or if you're new to Fidelity FundsNetwork, they have a range of guides around their Pension, ISA and Investment Account. They've also created a checklist covering 12 security-related questions they recommend you ask your platform partner to help your due diligence around keeping your clients' data and assets safe. But if all you need is a quick overview, their one-page summary explains how they support adviser firms and includes details of their latest enhancements. 

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Investments, Pensions, Tax, Trust & ISA

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