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Due diligence for advisers

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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?

Find out more in our webinar series

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The value of your investments and the income from them can fall and you may not recover what you invested.