Relationships between advisory firms and discretionary investment managers (DIMs)

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).

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