The structure of relationships between advisers and discretionary fund / investment managers continues to be a topic of keen interest to clients and in the industry generally.
In September 2019 we published our guide to the Relationships between advisers and discretionary fund / investment managers. This followed publication of a document published by The Personal Finance Society (PFS) and Diminimis in June 2019 which identified important issues for advisers to consider when setting up relationships with Discretionary Fund / Investment Manager (DFMs/DIMs).
Clients of threesixty are kept up to speed with the latest regulatory, industry and technical developments via our regular news and opinions articles.
As well as being updated via the articles we publish to threesixty online, clients can specify to us what type of articles they want to receive (by category) and how frequently they receive them.
To try this service, simply register your details with us and we'll give you 3 months free and unlimited access to our news and opinions.