Choosing the right DFM operating framework

The Agent as Client debate has been a hot topic for much of 2020 but many financial advisers are still unsure if they need to review the way they operate with their Discretionary Fund Manager (DFM) partners.

02 December 2020
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There is still a great deal of confusion around the Agent as Client debate and many financial advisers are still unsure if they need to review the way they operate with their Discretionary Fund Manager partners.

In this webinar we will review the debate in depth and give our thoughts on some of the most frequently asked questions, such as:

  • the impact of Agent as Client on PI cover
  • whether it affects 10 per cent drop reporting
  • what to look out for in your due diligence
  • what clauses to expect in your DFM contract

Date: 2 December 
Start:  9:00 AM
Finish: 10:00 AM