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: