Guide to MPS and outsourcing to a DFM
CPD
Approx.60min
- Explain the consequences of an adviser outsourcing to a DFM
- Understand how to manage client risk
- Explain how the forthcoming income rules on
Guide to MPS and outsourcing to a DFM
- Explain the consequences of an adviser outsourcing to a DFM
- Understand how to manage client risk
- Explain how the forthcoming income rules on
CPD
Approx.60min
Supported by
Introduction
By Ima Jackson-Obot
Advisers have been using DFMs for a number of years, but over recent times this usage has increased, as regulatory responsibilities have increased.
But picking the right DFM that offers the right managed portfolio service is not to be taken lightly, as the adviser has many considerations to make.
This guide will explore those considerations in greater detail, such as what factors are key to selecting the right DFM, understanding how client risk is managed and how the regulatory landscape is changing.
The report is worth 60 minutes of CPD.
In this guide
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