Guide to outsourcing fund management – part 2

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CPD
Approx.60min

    Guide to outsourcing fund management – part 2

      pfs-logo
      cisi-logo
      CPD
      Approx.60min
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      Introduction

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      It is vital to maker sure the terms of the discretionary fund management relationship are clearly set out and capable of satisfying both client and adviser.

      The second of this two-part guide tackles what questions to ask a discretionary fund manager and how to make sure the outsourcing arrangement works today and for the long-term.

      Answers supplied by David Lumley, director of Arena Wealth, Mark Soonaye, product director of Octopus Investments, and Carl Lamb, managing director of Almary Green.