DFM

085 | Partnering effectively with discretionary fund managers

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Tutor:

  • Andrew Denham-Davis, Business Development Director, Brooks Macdonald

Learning outcomes:

  1. How to divide up responsibilities between an adviser and a DFM
  2. How DFM offerings can fit in with platforms and CRM systems
  3. Creating and carrying out a due diligence process for selecting a DFM

Channel

DFM