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How to select a fund manager

We recommend Citywire’s Secret CIO series. The most recent of these is: https://citywire.co.uk/wealth-manager/news/the-secret-cio-when-i-would-avoid-a-fund-manager/a1038826?re=48333&ea=496874&utm_source=BulkEmail_WM_Daily_PM&utm_medium=BulkEmail_WM_Daily_PM&utm_campaign=BulkEmail_WM_Daily_PM The article expands on key questions in the fund manager selection process – a process AssetQ supports by taking on the heavy lifting, enabling the fund manager interview to maximise the effort from both interviewer and fund manager. For example, AssetQ distinguishes...
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FCA: “any personal recommendation which is given to a client through a streamlined advice service must nevertheless be suitable”

The FCA’s consultation paper regarding streamlined advice came out last week (https://www.fca.org.uk/publication/guidance-consultation/gc17-04.pdf)   The key takeways from the 51 pages are: Section 2.6 “MiFID II contains obligations which require a product distributor to understand the financial instruments it offers, recommends or sells; assess the compatibility of the financial instruments with the needs of the clients to...
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