The move is intended to help the wealth and discretionary fund managers to comply with the post retail distribution review processes and also in helping them with the changing regulatory environment.
For the purpose, Threesixty has been working with a select number of DFM and wealth management firms so as to ensure that their business model does not have exposure to unnecessary risk.
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The DFM support service is designed to address individual firm requirements, and Threesixty builds the contracts on a bespoke basis.
Presently, the firm supports 23 firms with or currently acquiring discretionary permissions throughout the UK.
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