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?
Your questions answered
Catch up on our two-part webinar where David Butler, Head of Distribution, asked your questions to the experts at ARC, AKG and Defaqto.
Your questions answered - part 1
Watch this 50 minute video answering common questions around Due Diligence.
Your questions answered - part 2
Watch the second 50 minute video answering common questions around Due Diligence.
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