Defaqto, an independent financial research company, has partnered with the Institute of Financial Planning (IFP) to provide advisors with a wider range of practical resources to support their advice process.
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Under the partnership, Defaqto will also an initiative that includes a factsheet on multi-asset funds.
The factsheet will provide a constructive overview of the multi-asset universe through an infographic that has been developed by Defaqto’s in-house consultants.
Additionally, the factsheet will also enable advisors to identify fund types and provides a list of questions to support their fund-related due diligence process.
Defaqto head of insight and consulting (wealth and protection) David Cartwright said: "This initiative shows how dedicated we are to equipping advisors with the right tools and resources to help them deliver compliant, professional and efficient advice."
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By GlobalDataIFP CEO Steve Gazzard said: "By doing so we’re aiming to provide financial planning professionals with access to practical resources which will not only support their due diligence processes and CPD but also help them to continue to deliver effective solutions to their clients’ financial planning needs."
