The path to DFM


Discretionary Fund Management is the holy grail of financial services.

Once the money is there, it usually stays.

The path to DFM is one that all IFAs should endeavour to take.

After all, IFAs time and again are shown to be responsible for all the activities of all parties, as shown by scandals like AIG, Keydata, Arch Cru, not matter how big the fraud, the IFA takes responsibility for having directed the client there in the first place.

So it is a logical step to control that risk by actually carrying it out yourself. That way if the DFM goes bad, it was at least your own fault. Oh, and one other thing. If you do the DFM there is the small matter of a 1% charge per annum taken by industry, that is now your own.

Contact with us for more information or call us 01242 80 70 10.