Using DFMs on our platform – what it offers your business

  • Enhances your client offering — Outsource investment decisions to experts so you can focus on your clients' goals.
  • Lets you work more efficiently — Investment permissions are granted up front, so there's no need to refer to your clients every time the DFM makes portfolio changes. We'll also administer DFM payments, so you don't have to.
  • Reduces your business risk — You delegate responsibility for investments to your chosen DFM, which means you only have to worry about choosing the right one.
  • Gives your DFM partners the tools to deliver — Our platform helps the DFMs do the best job they can for your clients. It lets them access a wide range of investments, gives them tools to monitor portfolios easily and offers the ability to add new investments quickly when they come to market.

The value of investments can fall as well as rise and isn’t guaranteed.

Clients may get back less than they invest. Your clients should be prepared to hold the investment for at least five years – ideally longer.