Discretionary fund managers on ARC
For financial advisers only
ARC offers you access to a wide selection of discretionary fund managers (DFMs).
What using DFMs on ARC offers your business:
Enhances your client offeringOutsource investment decisions to experts so you can focus on your clients' goals. Not only do we cap your clients' ARC charges on investments above £250,000 but we're increasingly enhancing terms for our strongest adviser supporters.
Lets you work more efficientlyInvestment 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 riskYou 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 deliverARC helps the DFMs do the best job they can for your clients. It lets them access a huge range of investments, gives them tools to monitor portfolios easily and offers the ability to add new investments quickly when they come to market.
Speak to your usual Aegon contact to find out more.
Please note, Aegon doesn’t recommend or endorse any particular DFM provider available through ARC.
The value of investments can fall as well as rise and isn't guaranteed. Clients may get back less than they invest.