Exeter service links IFAs to the latest fund information

Professional Adviser
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Exeter Investment Group has launched an online literature server that will allow intermediaries to l...

Exeter Investment Group has launched an online literature server that will allow intermediaries to link to the latest product applications and fund literature. Exeter said IFAs who upload literature, key features and application forms onto their websites for clients were previously at risk of the material becoming out of date, exposing them to a potential regulatory breach. The new Document Server system provides a direct link from an IFA website to a secure literature library, which ensures clients can only download the latest information, without leaving their own adviser's website. T...

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