Due Diligence is in the spotlight with Consumer Duty
An important step in any adviser’s process, never more so than since the introduction of Consumer Duty, is carrying out (and indeed documenting) due diligence on the DFM managing your clients’ investments. But for those already conducting thorough research, did anything need to change with Consumer Duty? What does good look like today when it comes to the provider and the product?

Would you like to speak to one of our experts?
You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.