by AdminKrzysztof | Aug 29, 2024 | Model Portfolio Selection
When onboarding a new adviser firm, investment firms in the UK must adhere to stringent due diligence requirements as laid out by the Financial Conduct Authority (FCA). The FCA’s rules and guidelines aim to ensure that investment firms maintain high standards of...
by AdminKrzysztof | Aug 2, 2024 | Model Portfolio Selection
Our Adviser Onboarding module is designed for Discretionary Fund Managers (DFMs) and other investment firms that distribute their investment solutions via the UK IFA community. It is designed to provide them with a more robust regulatory process for the onboarding and...
by AdminKrzysztof | Mar 18, 2024 | Model Portfolio Selection
What is an actively managed certificate? Investors are constantly on the lookout for innovative financial instruments that can offer tailored exposure to various asset classes while mitigating risks. Actively Managed Certificates (AMCs) and Structured Products are two...
