In Partnership resource library -
your space for all the important stuff

 

Latest portfolio factsheets

 
 


 

Discretionary Fund Management Client Facing Booklet

This is a booklet designed to help clients understand the risk-rated model portfolios.

Client booklet
Download booklet

Discretionary Fund Management Adviser Guide

This is a reference guide designed to help advisers explain the risk-rated model portfolios to their clients who are interested in investing.

DFM Guide

Discretionary Investment Management Agreement

We are pleased to accept your client’s e-signature.

• Email investmentinfo@inpartnership.net to start the application process.

• For reference, view our agreement document here

• You can see Process guides below:

Adviser Guide
Client Guide

Consumer Duty
Target Market Statement and Value Assessment

Read Here

Consumer understanding
Helping consumers to understand
their investment

Read Here

Platform Availability