FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Questionnaires sent to firms
Expecting to recover around £200m
'Reduction in time chasing progress reports'
Reliability matters
Following high level of redemption requests
Says it's only firm to do so
Rise of 86%
Launched 16 months ago
Marks 10th platform to hold the portfolios
Transfer of clients to begin in September