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DFM

Pensions

Suffolk Life adds three more DFMs to SimSIPP

Suffolk Life has introduced three more discretionary fund manager (DFM) partners to SimSIPP wrapper.

clock 17 October 2012 •

Regulation

Standard Life Wealth: FSA must go further on DFM transparency

The FSA should go further in its DFM transparency drive and oblige discretionaries to publish total expense ratios for their portfolios, according to David Tiller, director of strategy & business development at Standard Life Wealth.

clock 11 October 2012 •

Investment

HMRC to publish guidance on VAT payment for DFMs

HM Revenue & Customs (HMRC) is to publish further guidance on whether discretionary fund managers should be eligible for VAT payments.

clock 09 October 2012 •

Investment

FSA to run CIPs and replacement business seminars

The Financial Services Authority (FSA) is launching a series of seminars to explain its latest guidance on centralised investment propositions (CIPs) and replacement business to financial advisers.

clock 20 August 2012 •

Wrap/platforms

Cofunds to offer access to DFMs for first time

Cofunds is to provide its adviser users with access to a range of discretionary fund managers (DFMs) via the wrap for the first time.

clock 17 August 2012 •

Wrap/platforms

Nucleus enables DFM switching on wrap

Wrap platform Nucleus has updated its discretionary fund management (DFM) proposition, offering its adviser users more options when managing client investments.

clock 06 August 2012 •

Investment

Mattioli Woods launches discretionary service

Mattioli Woods has launched an in-house discretionary portfolio management service.

clock 03 August 2012 •

Adviser tips

RDRin' along in my automobile

ANY COLOUR

clock 02 August 2012 •

Regulation

This week's news… condensed

CONDENSED

clock 06 July 2012 •

Regulation

Centralised investment: A good (and bad) practice guide

OUTSOURCED

clock 05 July 2012 •
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