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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.

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:

Consumer Duty
Target Market Statement and Value Assessment

Consumer understanding
Helping consumers to understand
their investment.

Platform Availability