Key checks advisers should make before advising clients
Time for some due diligence perspective...
Due diligence on DFMs 'impossible'
Zurich's head of platform strategy gives due diligence tips to advisers
Hits back at 'ratings can be bought' report
Advisers taking shortcuts in EIS due diligence
Firm published list of questions to be asked
Due diligence review was published in February
The FCA's latest due diligence paper was unusually succinct