Governed portfolios due diligence report

Find out more about what the FCA want you to look at.

The FSA outlined in their 2012 consultation paper that if you're recommending a centralised investment proposition (CIP), you need to carry out due diligence on the CIP you're recommending.

We've taken some of the topics that the FSA raised in their paper and have created a due diligence report on our Governed Portfolios for you to use.

The documents include information on the following areas:

  • Financial strength
  • Investment objective
  • Asset Mix
  • Governance
  • Charges

So what are you waiting for? Download the report below:

Last updated: 10 Feb 2017

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.