Structuring relationships between financial advisers and discretionary investment managers.

A review of threesixty’s guidance about structuring relationships between financial advisers and discretionary investment managers.

Threesixty recently collaborated with PIMFA and DFM Connect to publish a guide to help financial advisers and discretionary investment management firms understand the different ways that relationships between their firms can be structured. The guide picks up on a wide range of queries and concerns raised by adviser firms. The webinar will review the guidance and its implications for both advisers and discretionary investment managers.

Host: Vanessa Johnson, Head of threesixty’s Compliance Strategy Team
When: 17th November at 11am
Follow this link to register for the webinar: https://attendee.gotowebinar.com/register/3653345505187332368

For further information about this event please contact John Long on johnl@threesixtyservices.co.uk on 0161 546 0145.